UFPG
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United Financial Planning Group’s Fastenal FAST Stock Holding History

United Financial Planning Group’s Portfolio FAST Stock Details FAST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-53
Closed -$2.13K – 520
2025
Q4 		$2.13K Buy
+53
New +$2.23K ﹤0.01% 330

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

United Financial Planning Group's FAST Position: Q1 2026 in Review

United Financial Planning Group sold out of Fastenal (FAST) in Q1 2026, closing a stake of 53 shares — an estimated $2.13K sold.

United Financial Planning Group first reported a position in FAST in Q4 2025 and held it in 1 quarter. The position peaked at $2.13K in Q4 2025. 1,425 funds tracked by Wall St. Rank hold FAST as of Q1 2026.

  • United Financial Planning Group reported no remaining Fastenal position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 53 Fastenal shares in Q1 2026, an estimated $2.13K.
  • United Financial Planning Group first reported a position in Fastenal in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Fastenal position peaked at $2.13K in Q4 2025.
  • 1,425 funds tracked by Wall St. Rank held Fastenal as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.