HIA
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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
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 $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

HFM Investment Advisors's UPS Position: Q1 2026 in Review

HFM Investment Advisors held its United Parcel Service (UPS) position steady in Q1 2026 at 157 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #100.

HFM Investment Advisors first reported a position in UPS in Q1 2025 and has held it in 5 quarters since. The position peaked at $15.6K in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • HFM Investment Advisors held 157 shares of United Parcel Service worth $15.4K as of Q1 2026.
  • HFM Investment Advisors left its United Parcel Service share count unchanged in Q1 2026.
  • United Parcel Service made up 0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #100 holding.
  • HFM Investment Advisors first reported a position in United Parcel Service in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's United Parcel Service position peaked at $15.6K in Q4 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.