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HBW Advisory Services’s United Parcel Service UPS Stock Holding History

HBW Advisory Services’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 		$2.24M Buy
20,817
+191
+0.9% +$19.9K 0.2% 106
2026
Q1 		$2.03M Buy
20,626
+225
+1% +$24.1K 0.21% 109
2025
Q4 		$2.02M Buy
20,401
+999
+5% +$93.4K 0.22% 107
2025
Q3 		$1.62M Buy
19,402
+16,876
+668% +$1.53M 0.18% 127
2025
Q2 		$255K Buy
2,526
+78
+3% +$7.67K 0.03% 345
2025
Q1 		$269K Buy
2,448
+584
+31% +$69.8K 0.04% 306
2024
Q4 		$235K Sell
1,864
-132
-7% -$17.4K 0.02% 331
2024
Q3 		$272K Buy
1,996
+300
+18% +$39.4K 0.04% 294
2024
Q2 		$232K Sell
1,696
-207
-11% -$29.6K 0.04% 298
2024
Q1 		$299K Hold
1,903
– – 0.06% 236
2023
Q4 		$299K Sell
1,903
-26
-1% -$3.93K 0.06% 236
2023
Q3 		$301K Buy
1,929
+295
+18% +$50.9K 0.06% 210
2023
Q2 		$293K Buy
+1,634
New +$290K 0.06% 234
2021
Q1 		– Sell
-1,232
Closed -$207K – 270
2020
Q4 		$207K Buy
+1,232
New +$208K 0.06% 210

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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

HBW Advisory Services's UPS Position: Q2 2026 in Review

HBW Advisory Services increased its United Parcel Service (UPS) stake by 0.93% in Q2 2026, buying an estimated $19.9K and bringing the position to 20,817 shares worth $2.24M. The position accounts for 0.2% of the portfolio, ranked #106.

HBW Advisory Services first reported a position in UPS in Q4 2020 and has held it in 14 quarters since. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • HBW Advisory Services held 20,817 shares of United Parcel Service worth $2.24M as of Q2 2026.
  • HBW Advisory Services bought 191 United Parcel Service shares in Q2 2026, an estimated $19.9K.
  • United Parcel Service made up 0.2% of HBW Advisory Services's portfolio in Q2 2026, its #106 holding.
  • HBW Advisory Services first reported a position in United Parcel Service in Q4 2020 and has held it in 14 quarters since.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.