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Retirement Planning Company of New England’s United Parcel Service UPS Stock Holding History

Retirement Planning Company of New England’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 		$302K Buy
2,812
+336
+14% +$34.9K 0.11% 202
2026
Q1 		$244K Buy
2,476
+271
+12% +$29.1K 0.1% 217
2025
Q4 		$219K Sell
2,205
-486
-18% -$45.5K 0.09% 236
2025
Q3 		$225K Sell
2,691
-38
-1% -$3.44K 0.09% 224
2025
Q2 		$275K Sell
2,729
-294
-10% -$28.9K 0.12% 184
2025
Q1 		$333K Buy
3,023
+504
+20% +$60.3K 0.17% 155
2024
Q4 		$318K Buy
2,519
+116
+5% +$15.3K 0.15% 169
2024
Q3 		$328K Buy
2,403
+385
+19% +$50.5K 0.16% 161
2024
Q2 		$276K Buy
2,018
+42
+2% +$6.01K 0.15% 169
2024
Q1 		$294K Buy
1,976
+462
+31% +$70.2K 0.16% 168
2023
Q4 		$238K Buy
1,514
+4
+0.3% +$605 0.11% 195
2023
Q3 		$235K Sell
1,510
-92
-6% -$15.9K 0.13% 169
2023
Q2 		$287K Sell
1,602
-5
-0.3% -$888 0.17% 161
2023
Q1 		$312K Buy
1,607
+14
+0.9% +$2.57K 0.19% 155
2022
Q4 		$277K Buy
1,593
+81
+5% +$14K 0.18% 163
2022
Q3 		$244K Buy
1,512
+8
+0.5% +$1.51K 0.18% 169
2022
Q2 		$274K Buy
1,504
+26
+2% +$4.74K 0.19% 158
2022
Q1 		$317K Sell
1,478
-10
-0.7% -$2.13K 0.18% 159
2021
Q4 		$318K Buy
+1,488
New +$303K 0.15% 152

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Retirement Planning Company of New England's UPS Position: Q2 2026 in Review

Retirement Planning Company of New England increased its United Parcel Service (UPS) stake by 14% in Q2 2026, buying an estimated $34.9K and bringing the position to 2,812 shares worth $302K. The position accounts for 0.11% of the portfolio, ranked #202.

Retirement Planning Company of New England first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $333K in Q1 2025. 1,438 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Retirement Planning Company of New England held 2,812 shares of United Parcel Service worth $302K as of Q2 2026.
  • Retirement Planning Company of New England bought 336 United Parcel Service shares in Q2 2026, an estimated $34.9K.
  • United Parcel Service made up 0.11% of Retirement Planning Company of New England's portfolio in Q2 2026, its #202 holding.
  • Retirement Planning Company of New England first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • Retirement Planning Company of New England's United Parcel Service position peaked at $333K in Q1 2025.
  • 1,438 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.