PDS Planning’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.65M | Sell |
33,969
-119
| -0.3% | -$12.4K | 0.21% | 60 |
|
|
2026
Q1 | $3.35M | Sell |
34,088
-646
| -2% | -$69.3K | 0.22% | 57 |
|
|
2025
Q4 | $3.45M | Buy |
34,734
+887
| +3% | +$83K | 0.23% | 55 |
|
|
2025
Q3 | $2.83M | Sell |
33,847
-934
| -3% | -$84.6K | 0.2% | 62 |
|
|
2025
Q2 | $3.51M | Buy |
34,781
+132
| +0.4% | +$13K | 0.26% | 55 |
|
|
2025
Q1 | $3.81M | Buy |
34,649
+66
| +0.2% | +$7.89K | 0.32% | 47 |
|
|
2024
Q4 | $4.36M | Buy |
34,583
+327
| +1% | +$43K | 0.39% | 44 |
|
|
2024
Q3 | $4.67M | Sell |
34,256
-418
| -1% | -$54.9K | 0.42% | 41 |
|
|
2024
Q2 | $4.75M | Sell |
34,674
-147
| -0.4% | -$21K | 0.48% | 40 |
|
|
2024
Q1 | $5.18M | Buy |
34,821
+4
| +0% | +$608 | 0.54% | 33 |
|
|
2023
Q4 | $5.47M | Buy |
34,817
+111
| +0.3% | +$16.8K | 0.62% | 31 |
|
|
2023
Q3 | $5.41M | Sell |
34,706
-267
| -0.8% | -$46.1K | 0.7% | 28 |
|
|
2023
Q2 | $6.27M | Sell |
34,973
-333
| -0.9% | -$59.1K | 0.8% | 26 |
|
|
2023
Q1 | $6.85M | Buy |
35,306
+1,070
| +3% | +$196K | 0.94% | 24 |
|
|
2022
Q4 | $5.95M | Buy |
34,236
+32
| +0.1% | +$5.54K | 0.95% | 24 |
|
|
2022
Q3 | $5.53M | Sell |
34,204
-292
| -0.8% | -$55.3K | 1.01% | 22 |
|
|
2022
Q2 | $6.3M | Sell |
34,496
-522
| -1% | -$95.2K | 1.14% | 21 |
|
|
2022
Q1 | $7.51M | Buy |
35,018
+419
| +1% | +$89K | 1.32% | 17 |
|
|
2021
Q4 | $7.42M | Buy |
34,599
+115
| +0.3% | +$23.4K | 1.42% | 15 |
|
|
2021
Q3 | $6.28M | Buy |
34,484
+161
| +0.5% | +$31.8K | 1.45% | 16 |
|
|
2021
Q2 | $7.14M | Sell |
34,323
-917
| -3% | -$183K | 1.74% | 14 |
|
|
2021
Q1 | $5.99M | Buy |
35,240
+59
| +0.2% | +$9.54K | 1.74% | 15 |
|
|
2020
Q4 | $5.92M | Sell |
35,181
-48
| -0.1% | -$8.1K | 2.03% | 13 |
|
|
2020
Q3 | $5.87M | Buy |
35,229
+24
| +0.1% | +$3.49K | 2.39% | 11 |
|
|
2020
Q2 | $3.91M | Buy |
35,205
+573
| +2% | +$57.2K | 1.77% | 14 |
|
|
2020
Q1 | $3.23M | Buy |
34,632
+116
| +0.3% | +$12K | 2.06% | 15 |
|
|
2019
Q4 | $4.04M | Sell |
34,516
-21
| -0.1% | -$2.49K | 2.55% | 11 |
|
|
2019
Q3 | $4.14M | Sell |
34,537
-63
| -0.2% | -$7.2K | 2.87% | 11 |
|
|
2019
Q2 | $3.57M | Sell |
34,600
-388
| -1% | -$40.4K | 2.66% | 11 |
|
|
2019
Q1 | $3.91M | Sell |
34,988
-123
| -0.4% | -$13K | 3.04% | 11 |
|
|
2018
Q4 | $3.42M | Buy |
35,111
+3
| +0% | +$325 | 2.94% | 10 |
|
|
2018
Q3 | $4.1M | Buy |
35,108
+26,025
| +287% | +$3.06M | 3.51% | 8 |
|
|
2018
Q2 | $965K | Sell |
9,083
-191
| -2% | -$21.5K | 0.95% | 26 |
|
|
2018
Q1 | $971K | Sell |
9,274
-786
| -8% | -$90.8K | 0.98% | 25 |
|
|
2017
Q4 | $1.2M | Buy |
+10,060
| New | +$1.18M | 1.21% | 21 |
|
Other funds holding UPS
PDS Planning's UPS Position: Q2 2026 in Review
PDS Planning reduced its United Parcel Service (UPS) stake by 0.35% in Q2 2026, selling an estimated $12.4K and leaving 33,969 shares worth $3.65M. The position accounts for 0.21% of the portfolio, ranked #60.
PDS Planning first reported a position in UPS in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.51M in Q1 2022. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- PDS Planning held 33,969 shares of United Parcel Service worth $3.65M as of Q2 2026.
- PDS Planning sold 119 United Parcel Service shares in Q2 2026, an estimated $12.4K.
- United Parcel Service made up 0.21% of PDS Planning's portfolio in Q2 2026, its #60 holding.
- PDS Planning first reported a position in United Parcel Service in Q4 2017 and has held it in 35 quarters since.
- PDS Planning's United Parcel Service position peaked at $7.51M in Q1 2022.
- 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.