Mark Sheptoff Financial Planning’s United Parcel Service UPS Stock Holding History

Mark Sheptoff 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 Q1	–	Sell	-425	Closed	-$36.8K	–	574
2025 Q4	$36.8K	Sell	425 -175	-29%	-$16.4K	0.02%	217
2025 Q3	$50.1K	Buy	600 +50	+9%	+$4.53K	0.02%	193
2025 Q2	$55.5K	Hold	550	–	–	0.03%	178
2025 Q1	$60.5K	Hold	550	–	–	0.03%	158
2024 Q4	$69.4K	Sell	550 -250	-31%	-$32.9K	0.04%	150
2024 Q3	$109K	Hold	800	–	–	0.06%	118
2024 Q2	$109K	Sell	800 -250	-24%	-$35.8K	0.06%	125
2024 Q1	$156K	Hold	1,050	–	–	0.09%	112
2023 Q4	$165K	Hold	1,050	–	–	0.1%	100
2023 Q3	$164K	Hold	1,050	–	–	0.11%	96
2023 Q2	$188K	Sell	1,050 -900	-46%	-$160K	0.11%	97
2023 Q1	$378K	Hold	1,950	–	–	0.22%	69
2022 Q4	$339K	Hold	1,950	–	–	0.2%	70
2022 Q3	$315K	Sell	1,950 -5,456	-74%	-$1.03M	0.19%	69
2022 Q2	$1.35M	Sell	7,406 -100	-1%	-$18.2K	0.78%	27
2022 Q1	$1.61M	Sell	7,506 -349	-4%	-$74.2K	0.81%	24
2021 Q4	$1.68M	Buy	7,855 +351	+5%	+$71.4K	0.8%	27
2021 Q3	$1.37M	Sell	7,504 -1,624	-18%	-$321K	0.75%	27
2021 Q2	$1.9M	Buy	9,128 +551	+6%	+$110K	1.02%	21
2021 Q1	$1.46M	Sell	8,577 -1,499	-15%	-$242K	0.84%	26
2020 Q4	$1.7M	Buy	10,076 +3,151	+46%	+$532K	0.97%	26
2020 Q3	$1.15M	Buy	6,925 +5,400	+354%	+$786K	0.71%	34
2020 Q2	$170K	Sell	1,525 -100	-6%	-$9.98K	0.11%	97
2020 Q1	$152K	Buy	1,625 +1,500	+1,200%	+$155K	0.11%	88
2019 Q4	$15K	Hold	125	–	–	0.01%	248
2019 Q3	$15K	Hold	125	–	–	0.01%	240
2019 Q2	$13K	Hold	125	–	–	0.01%	252
2019 Q1	$14K	Hold	125	–	–	0.01%	244
2018 Q4	$12K	Sell	125 -2,000	-94%	-$217K	0.01%	229
2018 Q3	$248K	Buy	2,125 +1,665	+362%	+$196K	0.17%	91
2018 Q2	$49K	Buy	460 +35	+8%	+$3.93K	0.04%	159
2018 Q1	$44K	Sell	425 -200	-32%	-$23.1K	0.03%	166
2017 Q4	$74K	Hold	625	–	–	0.05%	155
2017 Q3	$75K	Hold	625	–	–	0.05%	159
2017 Q2	$69K	Sell	625 -1	-0.2%	-$107	0.05%	158
2017 Q1	$67K	Buy	626 +1	+0.2%	+$109	0.05%	162
2016 Q4	$72K	Hold	625	–	–	0.05%	153
2016 Q3	$68K	Buy	625 +200	+47%	+$21.8K	0.05%	150
2016 Q2	$46K	Hold	425	–	–	0.03%	162
2016 Q1	$45K	Sell	425 -50	-11%	-$4.86K	0.04%	161
2015 Q4	$46K	Hold	475	–	–	0.04%	171
2015 Q3	$47K	Sell	475 -40	-8%	-$3.95K	0.04%	162
2015 Q2	$50K	Sell	515 -30	-6%	-$2.98K	0.04%	170
2015 Q1	$53K	Sell	545 -30	-5%	-$3.08K	0.04%	164
2014 Q4	$64K	Hold	575	–	–	0.06%	151
2014 Q3	$57K	Sell	575 -160	-22%	-$15.9K	0.05%	164
2014 Q2	$75K	Hold	735	–	–	0.06%	156
2014 Q1	$72K	Buy	+735	New	+$71.6K	0.06%	156

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

Mark Sheptoff Financial Planning's UPS Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 425 shares — an estimated $36.8K sold.

Mark Sheptoff Financial Planning first reported a position in UPS in Q1 2014 and held it in 48 quarters. The position peaked at $1.9M in Q2 2021. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Mark Sheptoff Financial Planning reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 425 United Parcel Service shares in Q1 2026, an estimated $36.8K.
Mark Sheptoff Financial Planning first reported a position in United Parcel Service in Q1 2014 and held it in 48 quarters.
Mark Sheptoff Financial Planning's United Parcel Service position peaked at $1.9M in Q2 2021.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.