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 Q3	$300K	Buy	3,210 +71	+2%	+$7.45K	0.02%	206
2026 Q2	$337K	Buy	3,139 +235	+8%	+$24.4K	0.02%	186
2026 Q1	$286K	Sell	2,904 -20	-0.7%	-$2.14K	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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Hardy Reed's UPS Position: Q3 2026 in Review

Hardy Reed increased its United Parcel Service (UPS) stake by 2.3% in Q3 2026, buying an estimated $7.45K and bringing the position to 3,210 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #206.

Hardy Reed first reported a position in UPS in Q4 2024 and has held it in 8 quarters since. The position peaked at $354K in Q4 2024. 1,388 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Hardy Reed held 3,210 shares of United Parcel Service worth $300K as of Q3 2026.
Hardy Reed bought 71 United Parcel Service shares in Q3 2026, an estimated $7.45K.
United Parcel Service made up 0.02% of Hardy Reed's portfolio in Q3 2026, its #206 holding.
Hardy Reed first reported a position in United Parcel Service in Q4 2024 and has held it in 8 quarters since.
Hardy Reed's United Parcel Service position peaked at $354K in Q4 2024.
1,388 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Hardy Reed's 13F filing for Q3 2026, filed 6 Nov 2026.