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Larry Mathis Financial Planning’s United Parcel Service UPS Stock Holding History

Larry Mathis Financial Planning’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 		$700K Sell
6,508
-526
-7% -$54.7K 0.53% 45
2026
Q1 		$692K Sell
7,034
-228
-3% -$24.5K 0.62% 36
2025
Q4 		$720K Buy
+7,262
New +$679K 0.64% 44

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

Larry Mathis Financial Planning's UPS Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its United Parcel Service (UPS) stake by 7.5% in Q2 2026, selling an estimated $54.7K and leaving 6,508 shares worth $700K. The position accounts for 0.53% of the portfolio, ranked #45.

Larry Mathis Financial Planning first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. The position peaked at $720K in Q4 2025. 2,124 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Larry Mathis Financial Planning held 6,508 shares of United Parcel Service worth $700K as of Q2 2026.
  • Larry Mathis Financial Planning sold 526 United Parcel Service shares in Q2 2026, an estimated $54.7K.
  • United Parcel Service made up 0.53% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #45 holding.
  • Larry Mathis Financial Planning first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's United Parcel Service position peaked at $720K in Q4 2025.
  • 2,124 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.