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Investment Planning Advisors’s United Parcel Service UPS Stock Holding History

Investment Planning 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 		$289K Sell
2,685
-386
-13% -$40.1K 0.07% 102
2026
Q1 		$302K Buy
3,071
+375
+14% +$40.2K 0.08% 85
2025
Q4 		$267K Buy
+2,696
New +$252K 0.08% 82
2025
Q3 		– Sell
-2,150
Closed -$217K – 91
2025
Q2 		$217K Buy
+2,150
New +$212K 0.08% 76

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

Investment Planning Advisors's UPS Position: Q2 2026 in Review

Investment Planning Advisors reduced its United Parcel Service (UPS) stake by 13% in Q2 2026, selling an estimated $40.1K and leaving 2,685 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #102.

Investment Planning Advisors first reported a position in UPS in Q2 2025 and has held it in 4 quarters since. The position peaked at $302K in Q1 2026. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Investment Planning Advisors held 2,685 shares of United Parcel Service worth $289K as of Q2 2026.
  • Investment Planning Advisors sold 386 United Parcel Service shares in Q2 2026, an estimated $40.1K.
  • United Parcel Service made up 0.07% of Investment Planning Advisors's portfolio in Q2 2026, its #102 holding.
  • Investment Planning Advisors first reported a position in United Parcel Service in Q2 2025 and has held it in 4 quarters since.
  • Investment Planning Advisors's United Parcel Service position peaked at $302K in Q1 2026.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.