HWA
UPS icon

HHM Wealth Advisors’s United Parcel Service UPS Stock Holding History

HHM Wealth 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 		$259K Hold
2,410
– – 0.03% 185
2026
Q1 		$237K Hold
2,410
– – 0.03% 175
2025
Q4 		$239K Sell
2,410
-72
-3% -$6.74K 0.03% 174
2025
Q3 		$207K Sell
2,482
-149
-6% -$13.5K 0.02% 199
2025
Q2 		$266K Buy
2,631
+55
+2% +$5.41K 0.03% 171
2025
Q1 		$283K Buy
2,576
+2
+0.1% +$239 0.04% 148
2024
Q4 		$325K Buy
2,574
+1,198
+87% +$158K 0.04% 140
2024
Q3 		$188K Buy
1,376
+79
+6% +$10.4K 0.03% 177
2024
Q2 		$178K Sell
1,297
-16
-1% -$2.29K 0.03% 188
2024
Q1 		$195K Hold
1,313
– – 0.03% 151
2023
Q4 		$206K Buy
1,313
+220
+20% +$33.3K 0.04% 135
2023
Q3 		$170K Buy
1,093
+1
+0.1% +$173 0.03% 141
2023
Q2 		$196K Sell
1,092
-12
-1% -$2.13K 0.04% 138
2023
Q1 		$214K Buy
1,104
+104
+10% +$19.1K 0.04% 123
2022
Q4 		$174K Buy
1,000
+27
+3% +$4.67K 0.04% 130
2022
Q3 		$157K Sell
973
-100
-9% -$18.9K 0.04% 124
2022
Q2 		$196K Buy
1,073
+67
+7% +$12.2K 0.05% 131
2022
Q1 		$216K Sell
1,006
-315
-24% -$66.9K 0.05% 140
2021
Q4 		$283K Buy
1,321
+415
+46% +$84.4K 0.07% 112
2021
Q3 		$165K Hold
906
– – 0.04% 151
2021
Q2 		$188K Hold
906
– – 0.05% 136
2021
Q1 		$154K Hold
906
– – 0.05% 143
2020
Q4 		$153K Sell
906
-179
-16% -$30.2K 0.05% 122
2020
Q3 		$181K Hold
1,085
– – 0.07% 97
2020
Q2 		$121K Hold
1,085
– – 0.05% 116
2020
Q1 		$101K Buy
+1,085
New +$112K 0.05% 118

Other funds holding UPS

Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

HHM Wealth Advisors's UPS Position: Q2 2026 in Review

HHM Wealth Advisors held its United Parcel Service (UPS) position steady in Q2 2026 at 2,410 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #185.

HHM Wealth Advisors first reported a position in UPS in Q1 2020 and has held it in 26 quarters since. The position peaked at $325K in Q4 2024. 686 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • HHM Wealth Advisors held 2,410 shares of United Parcel Service worth $259K as of Q2 2026.
  • HHM Wealth Advisors left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.03% of HHM Wealth Advisors's portfolio in Q2 2026, its #185 holding.
  • HHM Wealth Advisors first reported a position in United Parcel Service in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's United Parcel Service position peaked at $325K in Q4 2024.
  • 686 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.