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Cassady Wealth & Retirement Planning’s United Parcel Service UPS Stock Holding History

Cassady Wealth & Retirement Planning’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 		$201K Hold
1,873
– – 0.09% 102
2026
Q1 		$204K Buy
+1,873
New +$201K 0.11% 99

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cassady Wealth & Retirement Planning's UPS Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning held its United Parcel Service (UPS) position steady in Q2 2026 at 1,873 shares worth $201K. The position accounts for 0.09% of the portfolio, ranked #102.

Cassady Wealth & Retirement Planning first reported a position in UPS in Q1 2026 and has held it in 2 quarters since. The position peaked at $204K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 1,873 shares of United Parcel Service worth $201K as of Q2 2026.
  • Cassady Wealth & Retirement Planning left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.09% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #102 holding.
  • Cassady Wealth & Retirement Planning first reported a position in United Parcel Service in Q1 2026 and has held it in 2 quarters since.
  • Cassady Wealth & Retirement Planning's United Parcel Service position peaked at $204K in Q1 2026.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.