Planning Strategies Inc.’s United Parcel Service UPS Stock Holding History

Planning Strategies Inc.’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	$75.9K	Buy	+706	New	+$73.4K	0.05%	127

Other funds holding UPS

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Planning Strategies Inc.'s UPS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in United Parcel Service (UPS) in Q2 2026: 706 shares worth $75.9K. The stake represents 0.05% of the portfolio and ranks #127 among its holdings.

820 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Planning Strategies Inc. held 706 shares of United Parcel Service worth $75.9K as of Q2 2026.
United Parcel Service was a new Planning Strategies Inc. position in Q2 2026.
United Parcel Service made up 0.05% of Planning Strategies Inc.'s portfolio in Q2 2026, its #127 holding.
820 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.