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Hardy Reed’s United Parcel Service UPS Stock Holding History

Hardy Reed’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 		$337K Buy
3,139
+235
+8% +$24.4K 0.02% 186
2026
Q1 		$286K Sell
2,904
-20
-0.7% -$2.15K 0.02% 194
2025
Q4 		$290K Buy
2,924
+285
+11% +$26.7K 0.02% 196
2025
Q3 		$220K Sell
2,639
-217
-8% -$19.7K 0.02% 229
2025
Q2 		$288K Sell
2,856
-137
-5% -$13.5K 0.02% 191
2025
Q1 		$329K Buy
2,993
+182
+6% +$21.8K 0.03% 175
2024
Q4 		$354K Buy
+2,811
New +$370K 0.03% 167

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

Hardy Reed's UPS Position: Q2 2026 in Review

Hardy Reed increased its United Parcel Service (UPS) stake by 8.1% in Q2 2026, buying an estimated $24.4K and bringing the position to 3,139 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #186.

Hardy Reed first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $354K in Q4 2024. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Hardy Reed held 3,139 shares of United Parcel Service worth $337K as of Q2 2026.
  • Hardy Reed bought 235 United Parcel Service shares in Q2 2026, an estimated $24.4K.
  • United Parcel Service made up 0.02% of Hardy Reed's portfolio in Q2 2026, its #186 holding.
  • Hardy Reed first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • Hardy Reed's United Parcel Service position peaked at $354K in Q4 2024.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.