Next Level Wealth Planning’s United Parcel Service UPS Stock Holding History

Next Level Wealth 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 Q3	$20.8K	Buy	+223	New	+$23.4K	0.01%	259

Other funds holding UPS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Next Level Wealth Planning's UPS Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in United Parcel Service (UPS) in Q3 2026: 223 shares worth $20.8K. The stake represents 0.01% of the portfolio and ranks #259 among its holdings.

1,208 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Next Level Wealth Planning held 223 shares of United Parcel Service worth $20.8K as of Q3 2026.
United Parcel Service was a new Next Level Wealth Planning position in Q3 2026.
United Parcel Service made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #259 holding.
1,208 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.