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Peak Planning Group’s United Parcel Service UPS Stock Holding History

Peak Planning Group’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
2024
Q4 		– Sell
-1,618
Closed -$221K – 118
2024
Q3 		$221K Sell
1,618
-86
-5% -$11.3K 0.1% 105
2024
Q2 		$233K Buy
1,704
+14
+0.8% +$2K 0.11% 95
2024
Q1 		$251K Buy
1,690
+1
+0.1% +$152 0.16% 66
2023
Q4 		$266K Buy
1,689
+1
+0.1% +$151 0.19% 63
2023
Q3 		$263K Hold
1,688
– – 0.21% 68
2023
Q2 		$303K Buy
1,688
+1
+0.1% +$178 0.22% 67
2023
Q1 		$327K Sell
1,687
-12
-0.7% -$2.2K 0.27% 64
2022
Q4 		$295K Hold
1,699
– – 0.26% 67
2022
Q3 		$274K Buy
+1,699
New +$322K 0.25% 69

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Peak Planning Group's UPS Position: Q4 2024 in Review

Peak Planning Group sold out of United Parcel Service (UPS) in Q4 2024, closing a stake of 1,618 shares — an estimated $221K sold.

Peak Planning Group first reported a position in UPS in Q3 2022 and held it in 9 quarters. The position peaked at $327K in Q1 2023. 2,287 funds tracked by Wall St. Rank hold UPS as of Q4 2024.

  • Peak Planning Group reported no remaining United Parcel Service position as of Q4 2024 after selling out during the quarter.
  • Peak Planning Group sold 1,618 United Parcel Service shares in Q4 2024, an estimated $221K.
  • Peak Planning Group first reported a position in United Parcel Service in Q3 2022 and held it in 9 quarters.
  • Peak Planning Group's United Parcel Service position peaked at $327K in Q1 2023.
  • 2,287 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2024.

Based on Peak Planning Group's 13F filing for Q4 2024, filed 26 May 2026.