PS
UPS icon

Planning Strategies’s United Parcel Service UPS Stock Holding History

Planning Strategies’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 		$75.9K Buy
+706
New +$73.4K 0.05% 127

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Planning Strategies's UPS Position: Q2 2026 in Review

Planning Strategies opened a new position in United Parcel Service (UPS) in Q2 2026: 706 shares worth $75.9K. The stake represents 0.05% of the portfolio and ranks #127 among its holdings.

2,040 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Planning Strategies held 706 shares of United Parcel Service worth $75.9K as of Q2 2026.
  • United Parcel Service was a new Planning Strategies position in Q2 2026.
  • United Parcel Service made up 0.05% of Planning Strategies's portfolio in Q2 2026, its #127 holding.
  • 2,040 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.