Plante Moran Financial Advisors’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 | $79.3K | Sell |
806
-1
| -0.1% | -$107 | 0.01% | 259 |
|
|
2025
Q4 | $80K | Buy |
807
+7
| +0.9% | +$655 | 0.01% | 263 |
|
|
2025
Q3 | $66.8K | Hold |
800
| – | – | ﹤0.01% | 294 |
|
|
2025
Q2 | $80.8K | Hold |
800
| – | – | 0.01% | 272 |
|
|
2025
Q1 | $88K | Sell |
800
-67
| -8% | -$8.01K | 0.01% | 262 |
|
|
2024
Q4 | $109K | Sell |
867
-133
| -13% | -$17.5K | 0.01% | 242 |
|
|
2024
Q3 | $136K | Hold |
1,000
| – | – | 0.01% | 229 |
|
|
2024
Q2 | $137K | Sell |
1,000
-50
| -5% | -$7.16K | 0.01% | 206 |
|
|
2024
Q1 | $156K | Sell |
1,050
-167
| -14% | -$25.4K | 0.02% | 197 |
|
|
2023
Q4 | $191K | Buy |
1,217
+206
| +20% | +$31.1K | 0.02% | 174 |
|
|
2023
Q3 | $158K | Hold |
1,011
| – | – | 0.02% | 176 |
|
|
2023
Q2 | $181K | Hold |
1,011
| – | – | 0.02% | 170 |
|
|
2023
Q1 | $196K | Sell |
1,011
-160
| -14% | -$29.4K | 0.03% | 150 |
|
|
2022
Q4 | $204K | Buy |
1,171
+858
| +274% | +$149K | 0.03% | 154 |
|
|
2022
Q3 | $51K | Sell |
313
-191
| -38% | -$36.2K | 0.01% | 302 |
|
|
2022
Q2 | $92K | Sell |
504
-25
| -5% | -$4.56K | 0.02% | 227 |
|
|
2022
Q1 | $113K | Sell |
529
-156
| -23% | -$33.1K | 0.02% | 213 |
|
|
2021
Q4 | $147K | Buy |
685
+102
| +17% | +$20.7K | 0.02% | 212 |
|
|
2021
Q3 | $106K | Sell |
583
-329
| -36% | -$64.9K | 0.02% | 264 |
|
|
2021
Q2 | $190K | Buy |
912
+563
| +161% | +$113K | 0.05% | 178 |
|
|
2021
Q1 | $59K | Buy |
349
+292
| +512% | +$47.2K | 0.02% | 330 |
|
|
2020
Q4 | $10K | Sell |
57
-307
| -84% | -$51.8K | ﹤0.01% | 631 |
|
|
2020
Q3 | $61K | Buy |
364
+164
| +82% | +$23.9K | 0.02% | 293 |
|
|
2020
Q2 | $22K | Hold |
200
| – | – | 0.01% | 416 |
|
|
2020
Q1 | $19K | Sell |
200
-79
| -28% | -$8.19K | 0.01% | 397 |
|
|
2019
Q4 | $33K | Sell |
279
-34
| -11% | -$4.03K | 0.01% | 389 |
|
|
2019
Q3 | $38K | Sell |
313
-448
| -59% | -$51.2K | 0.01% | 387 |
|
|
2019
Q2 | $79K | Buy |
761
+44
| +6% | +$4.58K | 0.02% | 258 |
|
|
2019
Q1 | $80K | Buy |
717
+287
| +67% | +$30.4K | 0.02% | 249 |
|
|
2018
Q4 | $42K | Buy |
430
+23
| +6% | +$2.49K | 0.01% | 323 |
|
|
2018
Q3 | $48K | Sell |
407
-288
| -41% | -$33.9K | 0.02% | 302 |
|
|
2018
Q2 | $74K | Buy |
695
+202
| +41% | +$22.7K | 0.04% | 265 |
|
|
2018
Q1 | $52K | Buy |
493
+69
| +16% | +$7.97K | 0.03% | 339 |
|
|
2017
Q4 | $51K | Hold |
424
| – | – | 0.03% | 347 |
|
|
2017
Q3 | $51K | Hold |
424
| – | – | 0.03% | 305 |
|
|
2017
Q2 | $47K | Buy |
424
+38
| +10% | +$4.06K | 0.03% | 330 |
|
|
2017
Q1 | $41K | Sell |
386
-99
| -20% | -$10.8K | 0.02% | 357 |
|
|
2016
Q4 | $56K | Buy |
485
+299
| +161% | +$33.7K | 0.03% | 310 |
|
|
2016
Q3 | $20K | Sell |
186
-12
| -6% | -$1.31K | 0.01% | 493 |
|
|
2016
Q2 | $21K | Buy |
198
+53
| +37% | +$5.52K | 0.02% | 424 |
|
|
2016
Q1 | $15K | Sell |
145
-243
| -63% | -$23.6K | 0.01% | 424 |
|
|
2015
Q4 | $37K | Buy |
388
+117
| +43% | +$12K | 0.03% | 347 |
|
|
2015
Q3 | $27K | Hold |
271
| – | – | 0.02% | 349 |
|
|
2015
Q2 | $26K | Buy |
271
+20
| +8% | +$1.99K | 0.02% | 393 |
|
|
2015
Q1 | $24K | Buy |
251
+50
| +25% | +$5.13K | 0.02% | 384 |
|
|
2014
Q4 | $22K | Buy |
201
+50
| +33% | +$5.28K | 0.02% | 398 |
|
|
2014
Q3 | $15K | Sell |
151
-227
| -60% | -$22.6K | 0.01% | 459 |
|
|
2014
Q2 | $39K | Buy |
+378
| New | +$38K | 0.03% | 270 |
|
|
2014
Q1 | – | Sell |
-34
| Closed | -$4K | – | 699 |
|
|
2013
Q4 | $4K | Buy |
+34
| New | +$3.35K | ﹤0.01% | 567 |
|
Other funds holding UPS
VCM
VPM
Plante Moran Financial Advisors's UPS Position: Q1 2026 in Review
Plante Moran Financial Advisors reduced its United Parcel Service (UPS) stake by 0.12% in Q1 2026, selling an estimated $107 and leaving 806 shares worth $79.3K. The position accounts for 0.01% of the portfolio, ranked #259.
Plante Moran Financial Advisors first reported a position in UPS in Q4 2013 and has held it in 49 quarters since. The position peaked at $204K in Q4 2022. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Plante Moran Financial Advisors held 806 shares of United Parcel Service worth $79.3K as of Q1 2026.
- Plante Moran Financial Advisors sold 1 United Parcel Service share in Q1 2026, an estimated $107.
- United Parcel Service made up 0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #259 holding.
- Plante Moran Financial Advisors first reported a position in United Parcel Service in Q4 2013 and has held it in 49 quarters since.
- Plante Moran Financial Advisors's United Parcel Service position peaked at $204K in Q4 2022.
- 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.