Game Plan Financial Advisors’s United Parcel Service UPS Stock Holding History

Game Plan Financial Advisors’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	$1.08K	Sell	11 -34,502	-100%	-$3.7M	﹤0.01%	280
2025 Q4	$3.42M	Buy	34,513 +34,502	+313,655%	+$3.23M	1.38%	23
2025 Q3	$919	Hold	11	–	–	﹤0.01%	298
2025 Q2	$1.11K	Hold	11	–	–	﹤0.01%	298
2025 Q1	$1.21K	Sell	11 -300	-96%	-$35.9K	﹤0.01%	296
2024 Q4	$39K	Sell	311 -25	-7%	-$3.29K	0.02%	148
2024 Q3	$45.8K	Hold	336	–	–	0.02%	148
2024 Q2	$46K	Hold	336	–	–	0.02%	151
2024 Q1	$49.9K	Sell	336 -150	-31%	-$22.8K	0.03%	150
2023 Q4	$76.4K	Buy	+486	New	+$73.5K	0.04%	134
2022 Q4	$355K	Sell	2,040 -100	-5%	-$17.3K	0.29%	60
2022 Q3	$346K	Sell	2,140 -5,577	-72%	-$1.06M	0.29%	57
2022 Q2	$1.4M	Buy	7,717 +28	+0.4%	+$5.11K	1.12%	32
2022 Q1	$1.65M	Buy	7,689 +5,643	+276%	+$1.2M	0.98%	39
2021 Q4	$439K	Buy	+2,046	New	+$416K	0.23%	69

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Game Plan Financial Advisors's UPS Position: Q1 2026 in Review

Game Plan Financial Advisors reduced its United Parcel Service (UPS) stake by 100% in Q1 2026, selling an estimated $3.7M and leaving 11 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Game Plan Financial Advisors first reported a position in UPS in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.42M in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Game Plan Financial Advisors held 11 shares of United Parcel Service worth $1.08K as of Q1 2026.
Game Plan Financial Advisors sold 34,502 United Parcel Service shares in Q1 2026, an estimated $3.7M.
United Parcel Service made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q1 2026, its #280 holding.
Game Plan Financial Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 15 quarters since.
Game Plan Financial Advisors's United Parcel Service position peaked at $3.42M in Q4 2025.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.