CFP
UPS icon

Comprehensive Financial Planning’s United Parcel Service UPS Stock Holding History

Comprehensive 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
Q1 		$4.92K Hold
50
– – ﹤0.01% 308
2025
Q4 		$4.96K Buy
+50
New +$4.68K ﹤0.01% 310

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

Comprehensive Financial Planning's UPS Position: Q1 2026 in Review

Comprehensive Financial Planning held its United Parcel Service (UPS) position steady in Q1 2026 at 50 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Comprehensive Financial Planning first reported a position in UPS in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.96K in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Comprehensive Financial Planning held 50 shares of United Parcel Service worth $4.92K as of Q1 2026.
  • Comprehensive Financial Planning left its United Parcel Service share count unchanged in Q1 2026.
  • United Parcel Service made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #308 holding.
  • Comprehensive Financial Planning first reported a position in United Parcel Service in Q4 2025 and has held it in 2 quarters since.
  • Comprehensive Financial Planning's United Parcel Service position peaked at $4.96K in Q4 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.