MFP
UPS icon

Meramec Financial Planners’s United Parcel Service UPS Stock Holding History

Meramec Financial Planners’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 		$265K Buy
2,348
+1,060
+82% +$110K 0.1% 106
2026
Q1 		$138K Hold
1,288
– – 0.05% 137
2025
Q4 		$151K Buy
+1,288
New +$120K 0.06% 141

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

Meramec Financial Planners's UPS Position: Q2 2026 in Review

Meramec Financial Planners increased its United Parcel Service (UPS) stake by 82% in Q2 2026, buying an estimated $110K and bringing the position to 2,348 shares worth $265K. The position accounts for 0.1% of the portfolio, ranked #106.

Meramec Financial Planners first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Meramec Financial Planners held 2,348 shares of United Parcel Service worth $265K as of Q2 2026.
  • Meramec Financial Planners bought 1,060 United Parcel Service shares in Q2 2026, an estimated $110K.
  • United Parcel Service made up 0.1% of Meramec Financial Planners's portfolio in Q2 2026, its #106 holding.
  • Meramec Financial Planners first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.