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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
Q2 		$1.18K Hold
11
– – ﹤0.01% 342
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
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

Game Plan Financial Advisors's UPS Position: Q2 2026 in Review

Game Plan Financial Advisors held its United Parcel Service (UPS) position steady in Q2 2026 at 11 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Game Plan Financial Advisors first reported a position in UPS in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.42M in Q4 2025. 2,141 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Game Plan Financial Advisors held 11 shares of United Parcel Service worth $1.18K as of Q2 2026.
  • Game Plan Financial Advisors left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q2 2026, its #342 holding.
  • Game Plan Financial Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 16 quarters since.
  • Game Plan Financial Advisors's United Parcel Service position peaked at $3.42M in Q4 2025.
  • 2,141 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.