Harvest Investment Advisors’s United Parcel Service UPS Stock Holding History

Harvest Investment Advisors’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	$1.83M	Buy	16,992 +50	+0.3%	+$5.2K	0.91%	43
2026 Q1	$1.67M	Buy	16,942 +3,565	+27%	+$382K	0.93%	46
2025 Q4	$1.33M	Sell	13,377 -40	-0.3%	-$3.74K	0.75%	51
2025 Q3	$1.12M	Sell	13,417 -2,960	-18%	-$268K	0.66%	50
2025 Q2	$1.65M	Buy	16,377 +1,745	+12%	+$172K	1.06%	33
2025 Q1	$1.61M	Buy	14,632 +3,107	+27%	+$372K	1.16%	33
2024 Q4	$1.45M	Sell	11,525 -165	-1%	-$21.7K	1%	37
2024 Q3	$1.59M	Buy	11,690 +2,015	+21%	+$265K	1.08%	32
2024 Q2	$1.32M	Buy	9,675 +40	+0.4%	+$5.73K	0.98%	40
2024 Q1	$1.43M	Buy	+9,635	New	+$1.46M	1.07%	42

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harvest Investment Advisors's UPS Position: Q2 2026 in Review

Harvest Investment Advisors increased its United Parcel Service (UPS) stake by 0.3% in Q2 2026, buying an estimated $5.2K and bringing the position to 16,992 shares worth $1.83M. The position accounts for 0.91% of the portfolio, ranked #43.

Harvest Investment Advisors first reported a position in UPS in Q1 2024 and has held it in 10 quarters since. 2,139 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Harvest Investment Advisors held 16,992 shares of United Parcel Service worth $1.83M as of Q2 2026.
Harvest Investment Advisors bought 50 United Parcel Service shares in Q2 2026, an estimated $5.2K.
United Parcel Service made up 0.91% of Harvest Investment Advisors's portfolio in Q2 2026, its #43 holding.
Harvest Investment Advisors first reported a position in United Parcel Service in Q1 2024 and has held it in 10 quarters since.
2,139 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Harvest Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.