CFFP
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Center for Financial Planning’s United Parcel Service UPS Stock Holding History

Center for Financial 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 		$232K Hold
2,158
– – 0.02% 164
2026
Q1 		$212K Sell
2,158
-506
-19% -$54.3K 0.02% 167
2025
Q4 		$264K Buy
2,664
+106
+4% +$9.91K 0.03% 149
2025
Q3 		$214K Buy
2,558
+112
+5% +$10.1K 0.02% 167
2025
Q2 		$247K Hold
2,446
– – 0.03% 149
2025
Q1 		$269K Sell
2,446
-91
-4% -$10.9K 0.03% 138
2024
Q4 		$320K Sell
2,537
-585
-19% -$77K 0.04% 123
2024
Q3 		$426K Hold
3,122
– – 0.06% 101
2024
Q2 		$427K Hold
3,122
– – 0.06% 96
2024
Q1 		$464K Sell
3,122
-92
-3% -$14K 0.07% 95
2023
Q4 		$505K Sell
3,214
-25
-0.8% -$3.78K 0.09% 81
2023
Q3 		$505K Buy
3,239
+220
+7% +$38K 0.11% 78
2023
Q2 		$541K Buy
3,019
+13
+0.4% +$2.31K 0.11% 76
2023
Q1 		$583K Sell
3,006
-102
-3% -$18.7K 0.13% 69
2022
Q4 		$540K Hold
3,108
– – 0.13% 71
2022
Q3 		$502K Hold
3,108
– – 0.13% 74
2022
Q2 		$567K Sell
3,108
-55
-2% -$10K 0.14% 71
2022
Q1 		$678K Sell
3,163
-141
-4% -$30K 0.14% 72
2021
Q4 		$708K Sell
3,304
-130
-4% -$26.4K 0.15% 70
2021
Q3 		$625K Hold
3,434
– – 0.15% 67
2021
Q2 		$714K Buy
3,434
+627
+22% +$125K 0.18% 66
2021
Q1 		$477K Buy
2,807
+45
+2% +$7.28K 0.12% 78
2020
Q4 		$465K Hold
2,762
– – 0.13% 76
2020
Q3 		$460K Buy
2,762
+55
+2% +$8.01K 0.15% 70
2020
Q2 		$301K Sell
2,707
-258
-9% -$25.8K 0.11% 86
2020
Q1 		$277K Buy
2,965
+222
+8% +$23K 0.09% 86
2019
Q4 		$321K Buy
+2,743
New +$325K 0.08% 91

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

Center for Financial Planning's UPS Position: Q2 2026 in Review

Center for Financial Planning held its United Parcel Service (UPS) position steady in Q2 2026 at 2,158 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #164.

Center for Financial Planning first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $714K in Q2 2021. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Center for Financial Planning held 2,158 shares of United Parcel Service worth $232K as of Q2 2026.
  • Center for Financial Planning left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #164 holding.
  • Center for Financial Planning first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's United Parcel Service position peaked at $714K in Q2 2021.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.