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 Q3	$1.11M	Buy	11,893 +896	+8%	+$94.1K	0.33%	90
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

HF Advisory Group's UPS Position: Q3 2026 in Review

HF Advisory Group increased its United Parcel Service (UPS) stake by 8.1% in Q3 2026, buying an estimated $94.1K and bringing the position to 11,893 shares worth $1.11M. The position accounts for 0.33% of the portfolio, ranked #90.

HF Advisory Group first reported a position in UPS in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.25M in Q3 2025. 612 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

HF Advisory Group held 11,893 shares of United Parcel Service worth $1.11M as of Q3 2026.
HF Advisory Group bought 896 United Parcel Service shares in Q3 2026, an estimated $94.1K.
United Parcel Service made up 0.33% of HF Advisory Group's portfolio in Q3 2026, its #90 holding.
HF Advisory Group first reported a position in United Parcel Service in Q4 2024 and has held it in 8 quarters since.
HF Advisory Group's United Parcel Service position peaked at $2.25M in Q3 2025.
612 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.