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HFG Advisors’s United Parcel Service UPS Stock Holding History

HFG 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
Q1 		$248K Buy
2,524
+433
+21% +$46.4K 0.17% 94
2025
Q4 		$207K Buy
+2,091
New +$196K 0.15% 104
2024
Q2 		– Sell
-1,547
Closed -$230K – 109
2024
Q1 		$230K Sell
1,547
-114
-7% -$17.3K 0.2% 93
2023
Q4 		$261K Buy
+1,661
New +$251K 0.25% 81

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HFG Advisors's UPS Position: Q1 2026 in Review

HFG Advisors increased its United Parcel Service (UPS) stake by 21% in Q1 2026, buying an estimated $46.4K and bringing the position to 2,524 shares worth $248K. The position accounts for 0.17% of the portfolio, ranked #94.

HFG Advisors first reported a position in UPS in Q4 2023 and has held it in 4 quarters since. The position peaked at $261K in Q4 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • HFG Advisors held 2,524 shares of United Parcel Service worth $248K as of Q1 2026.
  • HFG Advisors bought 433 United Parcel Service shares in Q1 2026, an estimated $46.4K.
  • United Parcel Service made up 0.17% of HFG Advisors's portfolio in Q1 2026, its #94 holding.
  • HFG Advisors first reported a position in United Parcel Service in Q4 2023 and has held it in 4 quarters since.
  • HFG Advisors's United Parcel Service position peaked at $261K in Q4 2023.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.