PlanVest Financial’s United Parcel Service UPS Stock Holding History

PlanVest Financial’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	$24.5K	Hold	227	–	–	0.02%	312
2026 Q1	$22.4K	Buy	+227	New	+$24.3K	0.02%	304

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PlanVest Financial's UPS Position: Q2 2026 in Review

PlanVest Financial held its United Parcel Service (UPS) position steady in Q2 2026 at 227 shares worth $24.5K. The position accounts for 0.02% of the portfolio, ranked #312.

PlanVest Financial first reported a position in UPS in Q1 2026 and has held it in 2 quarters since. 2,089 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

PlanVest Financial held 227 shares of United Parcel Service worth $24.5K as of Q2 2026.
PlanVest Financial left its United Parcel Service share count unchanged in Q2 2026.
United Parcel Service made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #312 holding.
PlanVest Financial first reported a position in United Parcel Service in Q1 2026 and has held it in 2 quarters since.
2,089 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.