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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
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% +$1.31K 0.1% 93
2024
Q4 		$150K Buy
+1,189
New +$156K 0.11% 87

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Asset Planning Inc's UPS Position: Q1 2026 in Review

Asset Planning Inc reduced its United Parcel Service (UPS) stake by 12% in Q1 2026, selling an estimated $12.2K and leaving 873 shares worth $85.9K. The position accounts for 0.06% of the portfolio, ranked #120.

Asset Planning Inc first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $150K in Q4 2024. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Asset Planning Inc held 873 shares of United Parcel Service worth $85.9K as of Q1 2026.
  • Asset Planning Inc sold 114 United Parcel Service shares in Q1 2026, an estimated $12.2K.
  • United Parcel Service made up 0.06% of Asset Planning Inc's portfolio in Q1 2026, its #120 holding.
  • Asset Planning Inc first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
  • Asset Planning Inc's United Parcel Service position peaked at $150K in Q4 2024.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.