FHC
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First Heartland Consultants’s United Parcel Service UPS Stock Holding History

First Heartland Consultants’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 		$221K Buy
2,054
+11
+0.5% +$1.14K 0.01% 555
2026
Q1 		$201K Sell
2,043
-209
-9% -$22.4K 0.02% 511
2025
Q4 		$223K Sell
2,252
-2,641
-54% -$247K 0.02% 494
2025
Q3 		$374K Buy
4,893
+2,769
+130% +$251K 0.03% 354
2025
Q2 		$214K Buy
+2,124
New +$209K 0.02% 467
2025
Q1 		– Sell
-1,668
Closed -$210K – 485
2024
Q4 		$210K Buy
+1,668
New +$220K 0.02% 420
2024
Q2 		– Sell
-1,619
Closed -$241K – 464
2024
Q1 		$241K Buy
1,619
+83
+5% +$12.6K 0.03% 372
2023
Q4 		$242K Buy
1,536
+35
+2% +$5.29K 0.03% 327
2023
Q3 		$234K Sell
1,501
-440
-23% -$75.9K 0.03% 340
2023
Q2 		$348K Sell
1,941
-257
-12% -$45.6K 0.05% 260
2023
Q1 		$426K Buy
2,198
+162
+8% +$29.7K 0.06% 226
2022
Q4 		$354K Buy
2,036
+36
+2% +$6.23K 0.06% 252
2022
Q3 		$323 Buy
2,000
+38
+2% +$7.2K 0.03% 245
2022
Q2 		$358K Buy
+1,962
New +$358K 0.06% 232
2021
Q1 		– Sell
-1,968
Closed -$331K – 416
2020
Q4 		$331K Buy
+1,968
New +$332K 0.06% 225

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

First Heartland Consultants's UPS Position: Q2 2026 in Review

First Heartland Consultants increased its United Parcel Service (UPS) stake by 0.54% in Q2 2026, buying an estimated $1.14K and bringing the position to 2,054 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #555.

First Heartland Consultants first reported a position in UPS in Q4 2020 and has held it in 15 quarters since. The position peaked at $426K in Q1 2023. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • First Heartland Consultants held 2,054 shares of United Parcel Service worth $221K as of Q2 2026.
  • First Heartland Consultants bought 11 United Parcel Service shares in Q2 2026, an estimated $1.14K.
  • United Parcel Service made up 0.01% of First Heartland Consultants's portfolio in Q2 2026, its #555 holding.
  • First Heartland Consultants first reported a position in United Parcel Service in Q4 2020 and has held it in 15 quarters since.
  • First Heartland Consultants's United Parcel Service position peaked at $426K in Q1 2023.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.