Pinnacle Wealth Planning Services’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
Q1 | $461K | Buy |
4,685
+114
| +2% | +$12.2K | 0.05% | 234 |
|
|
2025
Q4 | $453K | Buy |
4,571
+1,947
| +74% | +$182K | 0.05% | 223 |
|
|
2025
Q3 | $219K | Sell |
2,624
-285
| -10% | -$25.8K | 0.03% | 420 |
|
|
2025
Q2 | $294K | Buy |
2,909
+696
| +31% | +$68.5K | 0.04% | 302 |
|
|
2025
Q1 | $243K | Buy |
2,213
+4
| +0.2% | +$478 | 0.04% | 308 |
|
|
2024
Q4 | $279K | Sell |
2,209
-698
| -24% | -$91.9K | 0.04% | 271 |
|
|
2024
Q3 | $396K | Buy |
2,907
+75
| +3% | +$9.85K | 0.05% | 232 |
|
|
2024
Q2 | $388K | Sell |
2,832
-1,330
| -32% | -$190K | 0.06% | 223 |
|
|
2024
Q1 | $619K | Buy |
4,162
+102
| +3% | +$15.5K | 0.09% | 147 |
|
|
2023
Q4 | $638K | Sell |
4,060
-142
| -3% | -$21.5K | 0.1% | 136 |
|
|
2023
Q3 | $655K | Buy |
4,202
+163
| +4% | +$28.1K | 0.11% | 121 |
|
|
2023
Q2 | $724K | Sell |
4,039
-912
| -18% | -$162K | 0.12% | 116 |
|
|
2023
Q1 | $960K | Buy |
4,951
+609
| +14% | +$112K | 0.16% | 99 |
|
|
2022
Q4 | $755K | Sell |
4,342
-1,509
| -26% | -$261K | 0.13% | 108 |
|
|
2022
Q3 | $945K | Sell |
5,851
-168
| -3% | -$31.8K | 0.17% | 83 |
|
|
2022
Q2 | $1.1M | Buy |
6,019
+1,255
| +26% | +$229K | 0.2% | 77 |
|
|
2022
Q1 | $1.02M | Sell |
4,764
-136
| -3% | -$28.9K | 0.19% | 88 |
|
|
2021
Q4 | $1.05M | Buy |
4,900
+347
| +8% | +$70.6K | 0.21% | 78 |
|
|
2021
Q3 | $829K | Sell |
4,553
-65
| -1% | -$12.8K | 0.18% | 86 |
|
|
2021
Q2 | $960K | Buy |
4,618
+49
| +1% | +$9.8K | 0.22% | 78 |
|
|
2021
Q1 | $777K | Buy |
4,569
+191
| +4% | +$30.9K | 0.2% | 84 |
|
|
2020
Q4 | $737K | Buy |
4,378
+128
| +3% | +$21.6K | 0.18% | 82 |
|
|
2020
Q3 | $708K | Buy |
4,250
+127
| +3% | +$18.5K | 0.23% | 77 |
|
|
2020
Q2 | $458K | Buy |
4,123
+1,438
| +54% | +$144K | 0.15% | 112 |
|
|
2020
Q1 | $250K | Sell |
2,685
-1,279
| -32% | -$133K | 0.12% | 156 |
|
|
2019
Q4 | $464K | Buy |
3,964
+618
| +18% | +$73.2K | 0.22% | 95 |
|
|
2019
Q3 | $400K | Buy |
3,346
+795
| +31% | +$90.9K | 0.22% | 90 |
|
|
2019
Q2 | $263K | Buy |
2,551
+565
| +28% | +$58.8K | 0.16% | 133 |
|
|
2019
Q1 | $223K | Buy |
+1,986
| New | +$211K | 0.15% | 135 |
|
|
2018
Q4 | – | Sell |
-2,541
| Closed | -$297K | – | 186 |
|
|
2018
Q3 | $297K | Buy |
+2,541
| New | +$299K | 0.27% | 123 |
|
|
2018
Q1 | – | Sell |
-751
| Closed | -$89K | – | 183 |
|
|
2017
Q4 | $89K | Buy |
+751
| New | +$88.3K | 0.18% | 94 |
|
Other funds holding UPS
VCM
VPM
Pinnacle Wealth Planning Services's UPS Position: Q1 2026 in Review
Pinnacle Wealth Planning Services increased its United Parcel Service (UPS) stake by 2.5% in Q1 2026, buying an estimated $12.2K and bringing the position to 4,685 shares worth $461K. The position accounts for 0.05% of the portfolio, ranked #234.
Pinnacle Wealth Planning Services first reported a position in UPS in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.1M in Q2 2022. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Pinnacle Wealth Planning Services held 4,685 shares of United Parcel Service worth $461K as of Q1 2026.
- Pinnacle Wealth Planning Services bought 114 United Parcel Service shares in Q1 2026, an estimated $12.2K.
- United Parcel Service made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #234 holding.
- Pinnacle Wealth Planning Services first reported a position in United Parcel Service in Q4 2017 and has held it in 31 quarters since.
- Pinnacle Wealth Planning Services's United Parcel Service position peaked at $1.1M in Q2 2022.
- 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.