Total Wealth Planning & Management’s United Parcel Service UPS Stock Holding History

Total Wealth Planning & Management’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	$727K	Buy	7,389 +1,002	+16%	+$107K	0.54%	61
2025 Q4	$634K	Buy	+6,387	New	+$597K	0.47%	60
2025 Q2	$637K	Sell	6,311 -1,616	-20%	-$159K	0.52%	61
2025 Q1	$872K	Buy	7,927 +1,747	+28%	+$209K	0.83%	29
2024 Q4	$779K	Buy	+6,180	New	+$813K	0.71%	31

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Total Wealth Planning & Management's UPS Position: Q1 2026 in Review

Total Wealth Planning & Management increased its United Parcel Service (UPS) stake by 16% in Q1 2026, buying an estimated $107K and bringing the position to 7,389 shares worth $727K. The position accounts for 0.54% of the portfolio, ranked #61.

Total Wealth Planning & Management first reported a position in UPS in Q4 2024 and has held it in 5 quarters since. The position peaked at $872K in Q1 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Total Wealth Planning & Management held 7,389 shares of United Parcel Service worth $727K as of Q1 2026.
Total Wealth Planning & Management bought 1,002 United Parcel Service shares in Q1 2026, an estimated $107K.
United Parcel Service made up 0.54% of Total Wealth Planning & Management's portfolio in Q1 2026, its #61 holding.
Total Wealth Planning & Management first reported a position in United Parcel Service in Q4 2024 and has held it in 5 quarters since.
Total Wealth Planning & Management's United Parcel Service position peaked at $872K in Q1 2025.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.