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Cornerstone Planning Group’s United Parcel Service UPS Stock Holding History

Cornerstone Planning Group’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 		$407K Sell
3,518
-27
-0.8% -$2.81K 0.05% 118
2026
Q1 		$348K Buy
3,545
+3,087
+674% +$331K 0.05% 118
2025
Q4 		$47.5K Buy
458
+402
+718% +$37.6K 0.01% 364
2025
Q3 		$6.87K Sell
56
-173
-76% -$15.7K ﹤0.01% 868
2025
Q2 		$19.9K Buy
229
+27
+13% +$2.66K ﹤0.01% 418
2025
Q1 		$19.6K Buy
202
+70
+53% +$8.37K ﹤0.01% 417
2024
Q4 		$18K Buy
132
+5
+4% +$658 ﹤0.01% 327
2024
Q3 		$17.1K Sell
127
-23
-15% -$3.02K ﹤0.01% 323
2024
Q2 		$18.9K Sell
150
-46
-23% -$6.59K 0.01% 323
2024
Q1 		$28.7K Sell
196
-8
-4% -$1.22K 0.01% 249
2023
Q4 		$32.1K Buy
204
+10
+5% +$1.51K 0.01% 249
2023
Q3 		$30.2K Sell
194
-5
-3% -$863 0.01% 252
2023
Q2 		$35.7K Buy
+199
New +$35.3K 0.01% 308
2022
Q4 		$42.6K Buy
+242
New +$41.9K 0.02% 294

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

Cornerstone Planning Group's UPS Position: Q2 2026 in Review

Cornerstone Planning Group reduced its United Parcel Service (UPS) stake by 0.76% in Q2 2026, selling an estimated $2.81K and leaving 3,518 shares worth $407K. The position accounts for 0.05% of the portfolio, ranked #118.

Cornerstone Planning Group first reported a position in UPS in Q4 2022 and has held it in 14 quarters since. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Cornerstone Planning Group held 3,518 shares of United Parcel Service worth $407K as of Q2 2026.
  • Cornerstone Planning Group sold 27 United Parcel Service shares in Q2 2026, an estimated $2.81K.
  • United Parcel Service made up 0.05% of Cornerstone Planning Group's portfolio in Q2 2026, its #118 holding.
  • Cornerstone Planning Group first reported a position in United Parcel Service in Q4 2022 and has held it in 14 quarters since.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.