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HFM Investment Advisors’s United Parcel Service UPS Stock Holding History

HFM Investment 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 		$5.16K Sell
48
-109
-69% -$11.3K ﹤0.01% 192
2026
Q1 		$15.4K Hold
157
– – 0.01% 100
2025
Q4 		$15.6K Buy
157
+144
+1,108% +$13.5K 0.01% 101
2025
Q3 		$1.09K Buy
13
+1
+8% +$91 ﹤0.01% 333
2025
Q2 		$1.21K Buy
12
+7
+140% +$689 ﹤0.01% 300
2025
Q1 		$550 Buy
+5
New +$598 ﹤0.01% 266

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HFM Investment Advisors's UPS Position: Q2 2026 in Review

HFM Investment Advisors reduced its United Parcel Service (UPS) stake by 69% in Q2 2026, selling an estimated $11.3K and leaving 48 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

HFM Investment Advisors first reported a position in UPS in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.6K in Q4 2025. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • HFM Investment Advisors held 48 shares of United Parcel Service worth $5.16K as of Q2 2026.
  • HFM Investment Advisors sold 109 United Parcel Service shares in Q2 2026, an estimated $11.3K.
  • United Parcel Service made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #192 holding.
  • HFM Investment Advisors first reported a position in United Parcel Service in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's United Parcel Service position peaked at $15.6K in Q4 2025.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.