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Avantax Planning Partners’s United Parcel Service UPS Stock Holding History

Avantax Planning Partners’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
Q2 		$5.58M Buy
51,893
+764
+1% +$79.4K 0.14% 93
2026
Q1 		$5.03M Sell
51,129
-8,779
-15% -$941K 0.14% 93
2025
Q4 		$5.94M Buy
59,908
+12,039
+25% +$1.13M 0.17% 87
2025
Q3 		$4M Buy
47,869
+424
+0.9% +$38.4K 0.11% 96
2025
Q2 		$4.79M Buy
47,445
+4,990
+12% +$491K 0.15% 88
2025
Q1 		$4.67M Buy
42,455
+3,456
+9% +$413K 0.17% 86
2024
Q4 		$4.92M Buy
38,999
+1,361
+4% +$179K 0.18% 84
2024
Q3 		$5.13M Sell
37,638
-6,679
-15% -$877K 0.18% 81
2024
Q2 		$6.06M Buy
44,317
+4,654
+12% +$666K 0.19% 81
2024
Q1 		$5.9M Buy
39,663
+27,516
+227% +$4.18M 0.19% 84
2023
Q4 		$1.91M Buy
12,147
+765
+7% +$116K 0.07% 114
2023
Q3 		$1.77M Buy
11,382
+8,920
+362% +$1.54M 0.07% 115
2023
Q2 		$441K Buy
2,462
+101
+4% +$17.9K 0.02% 245
2023
Q1 		$458K Sell
2,361
-2,079
-47% -$381K 0.02% 239
2022
Q4 		$772K Sell
4,440
-131
-3% -$22.7K 0.03% 195
2022
Q3 		$738K Sell
4,571
-3,290
-42% -$623K 0.03% 187
2022
Q2 		$1.44M Buy
7,861
+1,413
+22% +$258K 0.06% 121
2022
Q1 		$1.38M Buy
6,448
+951
+17% +$202K 0.05% 129
2021
Q4 		$1.18M Sell
5,497
-224
-4% -$45.6K 0.05% 150
2021
Q3 		$1.04M Sell
5,721
-8,798
-61% -$1.74M 0.05% 137
2021
Q2 		$3.02M Buy
14,519
+118
+0.8% +$23.6K 0.14% 65
2021
Q1 		$2.45M Sell
14,401
-3,915
-21% -$633K 0.13% 71
2020
Q4 		$3.08M Sell
18,316
-2,166
-11% -$366K 0.16% 51
2020
Q3 		$3.41M Sell
20,482
-580
-3% -$84.4K 0.18% 48
2020
Q2 		$2.34M Buy
21,062
+1,221
+6% +$122K 0.13% 64
2020
Q1 		$1.85M Buy
19,841
+8,823
+80% +$914K 0.13% 65
2019
Q4 		$1.29M Sell
11,018
-44
-0.4% -$5.21K 0.08% 96
2019
Q3 		$1.32M Buy
11,062
+1,462
+15% +$167K 0.08% 91
2019
Q2 		$978K Sell
9,600
-394
-4% -$41K 0.06% 107
2019
Q1 		$1.12M Buy
9,994
+1,580
+19% +$168K 0.08% 95
2018
Q4 		$821K Buy
8,414
+139
+2% +$15.1K 0.06% 107
2018
Q3 		$966K Sell
8,275
-359
-4% -$42.3K 0.08% 81
2018
Q2 		$917K Sell
8,634
-1,282
-13% -$144K 0.08% 85
2018
Q1 		$1.04M Sell
9,916
-486
-5% -$56.2K 0.09% 95
2017
Q4 		$1.24M Sell
10,402
-36,631
-78% -$4.31M 0.11% 84
2017
Q3 		$5.65M Sell
47,033
-761
-2% -$86.5K 0.45% 18
2017
Q2 		$5.29M Buy
47,794
+1,246
+3% +$133K 0.45% 19
2017
Q1 		$5M Buy
46,548
+6,829
+17% +$746K 0.45% 19
2016
Q4 		$4.55M Buy
+39,719
New +$4.48M 0.49% 17

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Avantax Planning Partners's UPS Position: Q2 2026 in Review

Avantax Planning Partners increased its United Parcel Service (UPS) stake by 1.5% in Q2 2026, buying an estimated $79.4K and bringing the position to 51,893 shares worth $5.58M. The position accounts for 0.14% of the portfolio, ranked #93.

Avantax Planning Partners first reported a position in UPS in Q4 2016 and has held it in 39 quarters since. The position peaked at $6.06M in Q2 2024. 894 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Avantax Planning Partners held 51,893 shares of United Parcel Service worth $5.58M as of Q2 2026.
  • Avantax Planning Partners bought 764 United Parcel Service shares in Q2 2026, an estimated $79.4K.
  • United Parcel Service made up 0.14% of Avantax Planning Partners's portfolio in Q2 2026, its #93 holding.
  • Avantax Planning Partners first reported a position in United Parcel Service in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's United Parcel Service position peaked at $6.06M in Q2 2024.
  • 894 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.