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Strategic Planning Inc’s United Parcel Service UPS Stock Holding History

Strategic Planning Inc’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
Q1 		$4.64M Buy
47,167
+77
+0.2% +$8.26K 2.33% 15
2025
Q4 		$4.67M Buy
47,090
+579
+1% +$54.2K 2.52% 10
2025
Q3 		$3.89M Buy
+46,511
New +$4.21M 2.25% 14

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Planning Inc's UPS Position: Q1 2026 in Review

Strategic Planning Inc increased its United Parcel Service (UPS) stake by 0.16% in Q1 2026, buying an estimated $8.26K and bringing the position to 47,167 shares worth $4.64M. The position accounts for 2.33% of the portfolio, ranked #15.

Strategic Planning Inc first reported a position in UPS in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.67M in Q4 2025. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Strategic Planning Inc held 47,167 shares of United Parcel Service worth $4.64M as of Q1 2026.
  • Strategic Planning Inc bought 77 United Parcel Service shares in Q1 2026, an estimated $8.26K.
  • United Parcel Service made up 2.33% of Strategic Planning Inc's portfolio in Q1 2026, its #15 holding.
  • Strategic Planning Inc first reported a position in United Parcel Service in Q3 2025 and has held it in 3 quarters since.
  • Strategic Planning Inc's United Parcel Service position peaked at $4.67M in Q4 2025.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.