Asset Planning Inc’s United Parcel Service UPS Stock Holding History

Asset Planning Inc’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$54.9K	Buy	588 +8	+1%	+$840	0.04%	148
2026 Q2	$62.4K	Sell	580 -293	-34%	-$30.5K	0.04%	146
2026 Q1	$85.9K	Sell	873 -114	-12%	-$12.2K	0.06%	120
2025 Q4	$97.9K	Sell	987 -232	-19%	-$21.7K	0.07%	110
2025 Q3	$102K	Buy	1,219 +16	+1%	+$1.45K	0.07%	110
2025 Q2	$121K	Buy	1,203 +3	+0.3%	+$295	0.09%	98
2025 Q1	$132K	Buy	1,200 +11	+0.9%	+$1.32K	0.1%	93
2024 Q4	$150K	Buy	+1,189	New	+$156K	0.11%	87

Other funds holding UPS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Asset Planning Inc's UPS Position: Q3 2026 in Review

Asset Planning Inc increased its United Parcel Service (UPS) stake by 1.4% in Q3 2026, buying an estimated $840 and bringing the position to 588 shares worth $54.9K. The position accounts for 0.04% of the portfolio, ranked #148.

Asset Planning Inc first reported a position in UPS in Q4 2024 and has held it in 8 quarters since. The position peaked at $150K in Q4 2024. 1,208 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Asset Planning Inc held 588 shares of United Parcel Service worth $54.9K as of Q3 2026.
Asset Planning Inc bought 8 United Parcel Service shares in Q3 2026, an estimated $840.
United Parcel Service made up 0.04% of Asset Planning Inc's portfolio in Q3 2026, its #148 holding.
Asset Planning Inc first reported a position in United Parcel Service in Q4 2024 and has held it in 8 quarters since.
Asset Planning Inc's United Parcel Service position peaked at $150K in Q4 2024.
1,208 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.