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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
2025
Q2 		– Sell
-2,700
Closed -$297K – 241
2025
Q1 		$297K Hold
2,700
– – 0.28% 135
2024
Q4 		$340K Buy
+2,700
New +$355K 0.31% 110

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

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.