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 Q3	$640K	Sell	6,847 -506	-7%	-$53.1K	0.48%	66
2026 Q2	$790K	Sell	7,353 -36	-0.5%	-$3.74K	0.53%	53
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Total Wealth Planning & Management's UPS Position: Q3 2026 in Review

Total Wealth Planning & Management reduced its United Parcel Service (UPS) stake by 6.9% in Q3 2026, selling an estimated $53.1K and leaving 6,847 shares worth $640K. The position accounts for 0.48% of the portfolio, ranked #66.

Total Wealth Planning & Management first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $872K in Q1 2025. 1,388 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Total Wealth Planning & Management held 6,847 shares of United Parcel Service worth $640K as of Q3 2026.
Total Wealth Planning & Management sold 506 United Parcel Service shares in Q3 2026, an estimated $53.1K.
United Parcel Service made up 0.48% of Total Wealth Planning & Management's portfolio in Q3 2026, its #66 holding.
Total Wealth Planning & Management first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
Total Wealth Planning & Management's United Parcel Service position peaked at $872K in Q1 2025.
1,388 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.