HWA
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HCR Wealth Advisors’s United Parcel Service UPS Stock Holding History

HCR Wealth 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 		$233K Sell
2,163
-128
-6% -$13.3K 0.02% 235
2026
Q1 		$225K Sell
2,291
-175
-7% -$18.8K 0.02% 224
2025
Q4 		$245K Hold
2,466
– – 0.02% 218
2025
Q3 		$211K Sell
2,466
-156
-6% -$14.1K 0.02% 227
2025
Q2 		$265K Sell
2,622
-5
-0.2% -$492 0.03% 197
2025
Q1 		$289K Sell
2,627
-2
-0.1% -$239 0.04% 184
2024
Q4 		$332K Buy
2,629
+2
+0.1% +$263 0.04% 171
2024
Q3 		$358K Hold
2,627
– – 0.05% 168
2024
Q2 		$360K Sell
2,627
-48
-2% -$6.87K 0.05% 159
2024
Q1 		$398K Sell
2,675
-458
-15% -$69.6K 0.06% 147
2023
Q4 		$493K Buy
3,133
+1,805
+136% +$273K 0.08% 120
2023
Q3 		$207K Buy
+1,328
New +$229K 0.05% 160
2022
Q2 		– Sell
-974
Closed -$209K – 199
2022
Q1 		$209K Sell
974
-20
-2% -$4.25K 0.03% 179
2021
Q4 		$213K Buy
+994
New +$202K 0.03% 188
2021
Q3 		– Sell
-1,066
Closed -$222K – 204
2021
Q2 		$222K Buy
+1,066
New +$213K 0.04% 179
2021
Q1 		– Sell
-1,393
Closed -$235K – 269
2020
Q4 		$235K Hold
1,393
– – 0.05% 164
2020
Q3 		$232K Buy
+1,393
New +$203K 0.05% 148

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

HCR Wealth Advisors's UPS Position: Q2 2026 in Review

HCR Wealth Advisors reduced its United Parcel Service (UPS) stake by 5.6% in Q2 2026, selling an estimated $13.3K and leaving 2,163 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #235.

HCR Wealth Advisors first reported a position in UPS in Q3 2020 and has held it in 17 quarters since. The position peaked at $493K in Q4 2023. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • HCR Wealth Advisors held 2,163 shares of United Parcel Service worth $233K as of Q2 2026.
  • HCR Wealth Advisors sold 128 United Parcel Service shares in Q2 2026, an estimated $13.3K.
  • United Parcel Service made up 0.02% of HCR Wealth Advisors's portfolio in Q2 2026, its #235 holding.
  • HCR Wealth Advisors first reported a position in United Parcel Service in Q3 2020 and has held it in 17 quarters since.
  • HCR Wealth Advisors's United Parcel Service position peaked at $493K in Q4 2023.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.