HWA
UPS icon

Heartwood Wealth Advisors’s United Parcel Service UPS Stock Holding History

Heartwood 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 		$1.78M Buy
16,582
+1,568
+10% +$163K 0.14% 75
2026
Q1 		$1.48M Buy
15,014
+12,043
+405% +$1.29M 0.13% 78
2025
Q4 		$295K Buy
2,971
+232
+8% +$21.7K 0.03% 162
2025
Q3 		$229K Sell
2,739
-4
-0.1% -$362 0.02% 188
2025
Q2 		$277K Sell
2,743
-7
-0.3% -$689 0.03% 154
2025
Q1 		$302K Sell
2,750
-145
-5% -$17.3K 0.03% 137
2024
Q4 		$365K Buy
2,895
+14
+0.5% +$1.84K 0.04% 112
2024
Q3 		$393K Sell
2,881
-1,453
-34% -$191K 0.04% 109
2024
Q2 		$593K Buy
4,334
+1,853
+75% +$265K 0.07% 89
2024
Q1 		$369K Hold
2,481
– – 0.05% 104
2023
Q4 		$390K Sell
2,481
-100
-4% -$15.1K 0.05% 96
2023
Q3 		$402K Buy
2,581
+385
+18% +$66.5K 0.06% 91
2023
Q2 		$394K Buy
2,196
+912
+71% +$162K 0.06% 94
2023
Q1 		$249K Buy
1,284
+131
+11% +$24K 0.04% 111
2022
Q4 		$200K Buy
+1,153
New +$200K 0.03% 125
2022
Q2 		– Sell
-994
Closed -$213K – 129
2022
Q1 		$213K Buy
+994
New +$211K 0.03% 114

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

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

Heartwood Wealth Advisors increased its United Parcel Service (UPS) stake by 10% in Q2 2026, buying an estimated $163K and bringing the position to 16,582 shares worth $1.78M. The position accounts for 0.14% of the portfolio, ranked #75.

Heartwood Wealth Advisors first reported a position in UPS in Q1 2022 and has held it in 16 quarters since. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Heartwood Wealth Advisors held 16,582 shares of United Parcel Service worth $1.78M as of Q2 2026.
  • Heartwood Wealth Advisors bought 1,568 United Parcel Service shares in Q2 2026, an estimated $163K.
  • United Parcel Service made up 0.14% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #75 holding.
  • Heartwood Wealth Advisors first reported a position in United Parcel Service in Q1 2022 and has held it in 16 quarters since.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.