HWM
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HB Wealth Management’s United Parcel Service UPS Stock Holding History

HB Wealth Management’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 		$4.96M Sell
46,121
-212
-0.5% -$22K 0.03% 275
2026
Q1 		$4.56M Buy
46,333
+541
+1% +$58K 0.03% 268
2025
Q4 		$4.54M Buy
45,792
+4,059
+10% +$380K 0.03% 264
2025
Q3 		$3.49M Buy
41,733
+1,336
+3% +$121K 0.02% 303
2025
Q2 		$4.08M Sell
40,397
-2,678
-6% -$263K 0.03% 254
2025
Q1 		$4.74M Buy
43,075
+3,969
+10% +$475K 0.04% 239
2024
Q4 		$4.93M Buy
39,106
+6,183
+19% +$814K 0.05% 169
2024
Q3 		$4.49M Sell
32,923
-3,791
-10% -$498K 0.05% 168
2024
Q2 		$5.02M Sell
36,714
-2,615
-7% -$374K 0.06% 151
2024
Q1 		$5.85M Sell
39,329
-899
-2% -$137K 0.07% 137
2023
Q4 		$6.33M Sell
40,228
-971
-2% -$147K 0.09% 118
2023
Q3 		$6.42M Buy
41,199
+2,060
+5% +$356K 0.1% 99
2023
Q2 		$7.02M Buy
39,139
+4,910
+14% +$872K 0.11% 98
2023
Q1 		$6.64M Sell
34,229
-4,297
-11% -$788K 0.12% 97
2022
Q4 		$6.7M Buy
38,526
+17,807
+86% +$3.08M 0.12% 92
2022
Q3 		$3.35M Sell
20,719
-6,217
-23% -$1.18M 0.07% 133
2022
Q2 		$4.92M Buy
26,936
+3,573
+15% +$652K 0.1% 101
2022
Q1 		$5.01M Buy
23,363
+9,911
+74% +$2.11M 0.09% 109
2021
Q4 		$2.88M Buy
+13,452
New +$2.74M 0.06% 129

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

HB Wealth Management's UPS Position: Q2 2026 in Review

HB Wealth Management reduced its United Parcel Service (UPS) stake by 0.46% in Q2 2026, selling an estimated $22K and leaving 46,121 shares worth $4.96M. The position accounts for 0.03% of the portfolio, ranked #275.

HB Wealth Management first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.02M in Q2 2023. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • HB Wealth Management held 46,121 shares of United Parcel Service worth $4.96M as of Q2 2026.
  • HB Wealth Management sold 212 United Parcel Service shares in Q2 2026, an estimated $22K.
  • United Parcel Service made up 0.03% of HB Wealth Management's portfolio in Q2 2026, its #275 holding.
  • HB Wealth Management first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's United Parcel Service position peaked at $7.02M in Q2 2023.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.