JRPIM
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Journey Retirement Planning & Investment Management’s United Parcel Service UPS Stock Holding History

Journey Retirement Planning & Investment Management’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 		– Sell
-3,912
Closed -$388K – 240
2025
Q4 		$388K Buy
+3,912
New +$366K 0.08% 175

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Journey Retirement Planning & Investment Management's UPS Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 3,912 shares — an estimated $388K sold.

Journey Retirement Planning & Investment Management first reported a position in UPS in Q4 2025 and held it in 1 quarter. The position peaked at $388K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 3,912 United Parcel Service shares in Q1 2026, an estimated $388K.
  • Journey Retirement Planning & Investment Management first reported a position in United Parcel Service in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's United Parcel Service position peaked at $388K in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.