TWPM
UPS icon

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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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.