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 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

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

Total Wealth Planning & Management's UPS Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its United Parcel Service (UPS) stake by 0.49% in Q2 2026, selling an estimated $3.74K and leaving 7,353 shares worth $790K. The position accounts for 0.53% of the portfolio, ranked #53.

Total Wealth Planning & Management first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $872K in Q1 2025. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Total Wealth Planning & Management held 7,353 shares of United Parcel Service worth $790K as of Q2 2026.
Total Wealth Planning & Management sold 36 United Parcel Service shares in Q2 2026, an estimated $3.74K.
United Parcel Service made up 0.53% of Total Wealth Planning & Management's portfolio in Q2 2026, its #53 holding.
Total Wealth Planning & Management first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's United Parcel Service position peaked at $872K in Q1 2025.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.