HF Advisory Group’s United Parcel Service UPS Stock Holding History

HF Advisory Group’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	$1.18M	Buy	10,997 +938	+9%	+$97.5K	0.37%	89
2026 Q1	$990K	Sell	10,059 -261	-3%	-$28K	0.34%	95
2025 Q4	$1.02M	Sell	10,320 -16,595	-62%	-$1.55M	0.36%	95
2025 Q3	$2.25M	Buy	26,915 +6,011	+29%	+$544K	0.83%	45
2025 Q2	$2.11M	Buy	20,904 +7,668	+58%	+$754K	0.83%	42
2025 Q1	$1.46M	Buy	13,236 +2,886	+28%	+$345K	0.64%	56
2024 Q4	$1.31M	Buy	+10,350	New	+$1.36M	0.6%	65

Other funds holding UPS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

HF Advisory Group's UPS Position: Q2 2026 in Review

HF Advisory Group increased its United Parcel Service (UPS) stake by 9.3% in Q2 2026, buying an estimated $97.5K and bringing the position to 10,997 shares worth $1.18M. The position accounts for 0.37% of the portfolio, ranked #89.

HF Advisory Group first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.25M in Q3 2025. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

HF Advisory Group held 10,997 shares of United Parcel Service worth $1.18M as of Q2 2026.
HF Advisory Group bought 938 United Parcel Service shares in Q2 2026, an estimated $97.5K.
United Parcel Service made up 0.37% of HF Advisory Group's portfolio in Q2 2026, its #89 holding.
HF Advisory Group first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
HF Advisory Group's United Parcel Service position peaked at $2.25M in Q3 2025.
683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.