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
Q3 		$1.51M Sell
16,141
-441
-3% -$46.3K 0.12% 84
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

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AIMA
Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Heartwood Wealth Advisors's UPS Position: Q3 2026 in Review

Heartwood Wealth Advisors reduced its United Parcel Service (UPS) stake by 2.7% in Q3 2026, selling an estimated $46.3K and leaving 16,141 shares worth $1.51M. The position accounts for 0.12% of the portfolio, ranked #84.

Heartwood Wealth Advisors first reported a position in UPS in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.78M in Q2 2026. 34 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Heartwood Wealth Advisors held 16,141 shares of United Parcel Service worth $1.51M as of Q3 2026.
  • Heartwood Wealth Advisors sold 441 United Parcel Service shares in Q3 2026, an estimated $46.3K.
  • United Parcel Service made up 0.12% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #84 holding.
  • Heartwood Wealth Advisors first reported a position in United Parcel Service in Q1 2022 and has held it in 17 quarters since.
  • Heartwood Wealth Advisors's United Parcel Service position peaked at $1.78M in Q2 2026.
  • 34 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.