HIA
UPS icon

Harbor Investment Advisory’s United Parcel Service UPS Stock Holding History

Harbor Investment Advisory’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 		$2.69K Sell
25
-225
-90% -$23.4K ﹤0.01% 1179
2026
Q1 		$24.6K Sell
250
-40
-14% -$4.29K ﹤0.01% 748
2025
Q4 		$28.8K Sell
290
-564
-66% -$52.8K ﹤0.01% 756
2025
Q3 		$71.3K Sell
854
-1,055
-55% -$95.6K 0.01% 568
2025
Q2 		$193K Sell
1,909
-609
-24% -$59.9K 0.02% 381
2025
Q1 		$277K Buy
2,518
+178
+8% +$21.3K 0.03% 321
2024
Q4 		$295K Sell
2,340
-1,243
-35% -$164K 0.03% 299
2024
Q3 		$488K Sell
3,583
-2,059
-36% -$270K 0.05% 236
2024
Q2 		$772K Buy
5,642
+11
+0.2% +$1.57K 0.08% 176
2024
Q1 		$837K Buy
5,631
+2,935
+109% +$446K 0.09% 177
2023
Q4 		$424K Sell
2,696
-505
-16% -$76.4K 0.05% 234
2023
Q3 		$499K Sell
3,201
-1,323
-29% -$228K 0.07% 204
2023
Q2 		$811K Buy
4,524
+20
+0.4% +$3.55K 0.11% 159
2023
Q1 		$874K Sell
4,504
-1,366
-23% -$251K 0.13% 148
2022
Q4 		$1.02M Buy
5,870
+63
+1% +$10.9K 0.16% 126
2022
Q3 		$938K Sell
5,807
-169
-3% -$32K 0.15% 126
2022
Q2 		$1.09M Sell
5,976
-100
-2% -$18.2K 0.17% 113
2022
Q1 		$1.3M Buy
6,076
+72
+1% +$15.3K 0.17% 107
2021
Q4 		$1.29M Buy
6,004
+327
+6% +$66.5K 0.16% 112
2021
Q3 		$1.03M Buy
5,677
+193
+4% +$38.1K 0.14% 124
2021
Q2 		$1.14M Buy
5,484
+144
+3% +$28.8K 0.15% 119
2021
Q1 		$908K Buy
5,340
+152
+3% +$24.6K 0.14% 128
2020
Q4 		$874K Buy
5,188
+337
+7% +$56.9K 0.14% 126
2020
Q3 		$808K Buy
4,851
+425
+10% +$61.9K 0.15% 117
2020
Q2 		$492K Buy
4,426
+541
+14% +$54K 0.1% 155
2020
Q1 		$363K Sell
3,885
-52
-1% -$5.39K 0.1% 161
2019
Q4 		$461K Buy
+3,937
New +$466K 0.11% 158

Other funds holding UPS

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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Harbor Investment Advisory's UPS Position: Q2 2026 in Review

Harbor Investment Advisory reduced its United Parcel Service (UPS) stake by 90% in Q2 2026, selling an estimated $23.4K and leaving 25 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Harbor Investment Advisory first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.3M in Q1 2022. 750 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Harbor Investment Advisory held 25 shares of United Parcel Service worth $2.69K as of Q2 2026.
  • Harbor Investment Advisory sold 225 United Parcel Service shares in Q2 2026, an estimated $23.4K.
  • United Parcel Service made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #1179 holding.
  • Harbor Investment Advisory first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's United Parcel Service position peaked at $1.3M in Q1 2022.
  • 750 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.