VERPA
UPS icon

Virginia Estate & Retirement Planning Advisors’s United Parcel Service UPS Stock Holding History

Virginia Estate & Retirement Planning Advisors’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 		$3.12K Hold
29
– – ﹤0.01% 160
2026
Q1 		$2.85K Buy
+29
New +$3.11K 0.01% 137

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

Virginia Estate & Retirement Planning Advisors's UPS Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its United Parcel Service (UPS) position steady in Q2 2026 at 29 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #160.

Virginia Estate & Retirement Planning Advisors first reported a position in UPS in Q1 2026 and has held it in 2 quarters since. 2,109 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 29 shares of United Parcel Service worth $3.12K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up ﹤0.01% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #160 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in United Parcel Service in Q1 2026 and has held it in 2 quarters since.
  • 2,109 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.