PL
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Plancorp LLC’s United Parcel Service UPS Stock Holding History

Plancorp LLC’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 		$284K Sell
2,512
-212
-8% -$22K 0.01% 342
2026
Q1 		$277K Buy
2,724
+121
+5% +$13K 0.01% 307
2025
Q4 		$258K Buy
+2,603
New +$243K 0.01% 311
2025
Q3 		– Sell
-2,334
Closed -$236K – 402
2025
Q2 		$236K Sell
2,334
-84
-3% -$8.26K 0.01% 332
2025
Q1 		$266K Buy
2,418
+31
+1% +$3.71K 0.01% 302
2024
Q4 		$301K Buy
2,387
+419
+21% +$55.1K 0.01% 249
2024
Q3 		$268K Buy
1,968
+129
+7% +$16.9K 0.01% 266
2024
Q2 		$252K Sell
1,839
-42
-2% -$6.01K 0.01% 260
2024
Q1 		$280K Buy
1,881
+169
+10% +$25.7K 0.01% 242
2023
Q4 		$269K Buy
1,712
+191
+13% +$28.9K 0.01% 228
2023
Q3 		$237K Buy
+1,521
New +$263K 0.01% 226
2020
Q4 		– Sell
-1,620
Closed -$270K – 209
2020
Q3 		$270K Sell
1,620
-342
-17% -$49.8K 0.08% 145
2020
Q2 		$218K Buy
+1,962
New +$196K 0.07% 162
2020
Q1 		– Sell
-1,885
Closed -$221K – 194
2019
Q4 		$221K Sell
1,885
-36
-2% -$4.26K 0.07% 182
2019
Q3 		$230K Buy
+1,921
New +$220K 0.09% 158
2019
Q2 		– Sell
-2,019
Closed -$226K – 181
2019
Q1 		$226K Buy
+2,019
New +$214K 0.09% 162

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Plancorp LLC's UPS Position: Q2 2026 in Review

Plancorp LLC reduced its United Parcel Service (UPS) stake by 7.8% in Q2 2026, selling an estimated $22K and leaving 2,512 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #342.

Plancorp LLC first reported a position in UPS in Q1 2019 and has held it in 16 quarters since. The position peaked at $301K in Q4 2024. 602 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Plancorp LLC held 2,512 shares of United Parcel Service worth $284K as of Q2 2026.
  • Plancorp LLC sold 212 United Parcel Service shares in Q2 2026, an estimated $22K.
  • United Parcel Service made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #342 holding.
  • Plancorp LLC first reported a position in United Parcel Service in Q1 2019 and has held it in 16 quarters since.
  • Plancorp LLC's United Parcel Service position peaked at $301K in Q4 2024.
  • 602 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.