Waller Financial Planning Group’s United Parcel Service UPS Stock Holding History

Waller Financial Planning Group’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	$1.58M	Buy	14,665 +969	+7%	+$101K	0.32%	30
2026 Q1	$1.35M	Buy	13,696 +102	+0.8%	+$10.9K	0.3%	31
2025 Q4	$1.35M	Hold	13,594	–	–	0.3%	31
2025 Q3	$1.14M	Hold	13,594	–	–	0.26%	34
2025 Q2	$1.37M	Hold	13,594	–	–	0.33%	32
2025 Q1	$1.5M	Hold	13,594	–	–	0.42%	29
2024 Q4	$1.71M	Hold	13,594	–	–	0.43%	29
2024 Q3	$1.85M	Hold	13,594	–	–	0.46%	31
2024 Q2	$1.86M	Hold	13,594	–	–	0.5%	31
2024 Q1	$2.02M	Hold	13,594	–	–	0.54%	31
2023 Q4	$2.14M	Hold	13,594	–	–	0.56%	31
2023 Q3	$2.12M	Hold	13,594	–	–	0.62%	31
2023 Q2	$2.44M	Hold	13,594	–	–	0.67%	31
2023 Q1	$2.64M	Hold	13,594	–	–	0.75%	30
2022 Q4	$2.36M	Hold	13,594	–	–	0.69%	28
2022 Q3	$2.2M	Hold	13,594	–	–	0.67%	28
2022 Q2	$2.48M	Hold	13,594	–	–	0.73%	28
2022 Q1	$2.92M	Sell	13,594 -721	-5%	-$153K	0.77%	23
2021 Q4	$3.07M	Sell	14,315 -400	-3%	-$81.4K	0.77%	23
2021 Q3	$2.68M	Hold	14,715	–	–	0.71%	23
2021 Q2	$3.06M	Buy	+14,715	New	+$2.94M	0.82%	23
2020 Q3	–	Sell	-4,181	Closed	-$465K	–	47
2020 Q2	$465K	Buy	+4,181	New	+$417K	0.18%	38

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Waller Financial Planning Group's UPS Position: Q2 2026 in Review

Waller Financial Planning Group increased its United Parcel Service (UPS) stake by 7.1% in Q2 2026, buying an estimated $101K and bringing the position to 14,665 shares worth $1.58M. The position accounts for 0.32% of the portfolio, ranked #30.

Waller Financial Planning Group first reported a position in UPS in Q2 2020 and has held it in 22 quarters since. The position peaked at $3.07M in Q4 2021. 1,340 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Waller Financial Planning Group held 14,665 shares of United Parcel Service worth $1.58M as of Q2 2026.
Waller Financial Planning Group bought 969 United Parcel Service shares in Q2 2026, an estimated $101K.
United Parcel Service made up 0.32% of Waller Financial Planning Group's portfolio in Q2 2026, its #30 holding.
Waller Financial Planning Group first reported a position in United Parcel Service in Q2 2020 and has held it in 22 quarters since.
Waller Financial Planning Group's United Parcel Service position peaked at $3.07M in Q4 2021.
1,340 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.