HCWM
UPS icon

Hidden Cove Wealth Management’s United Parcel Service UPS Stock Holding History

Hidden Cove Wealth Management’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 		$253K Buy
2,358
+177
+8% +$18.4K 0.14% 107
2026
Q1 		$215K Buy
2,181
+25
+1% +$2.68K 0.14% 101
2025
Q4 		$214K Buy
+2,156
New +$202K 0.14% 93

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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

Hidden Cove Wealth Management's UPS Position: Q2 2026 in Review

Hidden Cove Wealth Management increased its United Parcel Service (UPS) stake by 8.1% in Q2 2026, buying an estimated $18.4K and bringing the position to 2,358 shares worth $253K. The position accounts for 0.14% of the portfolio, ranked #107.

Hidden Cove Wealth Management first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. 537 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Hidden Cove Wealth Management held 2,358 shares of United Parcel Service worth $253K as of Q2 2026.
  • Hidden Cove Wealth Management bought 177 United Parcel Service shares in Q2 2026, an estimated $18.4K.
  • United Parcel Service made up 0.14% of Hidden Cove Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Hidden Cove Wealth Management first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • 537 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Hidden Cove Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.