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High Net Worth Advisory Group’s United Parcel Service UPS Stock Holding History

High Net Worth Advisory Group’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 		$218K Sell
2,031
-100
-5% -$10.4K 0.05% 236
2026
Q1 		$210K Hold
2,131
– – 0.05% 228
2025
Q4 		$211K Sell
2,131
-1,029
-33% -$96.3K 0.05% 233
2025
Q3 		$264K Sell
3,160
-602
-16% -$54.5K 0.06% 201
2025
Q2 		$380K Sell
3,762
-601
-14% -$59.1K 0.1% 152
2025
Q1 		$480K Sell
4,363
-220
-5% -$26.3K 0.14% 128
2024
Q4 		$578K Sell
4,583
-868
-16% -$114K 0.16% 119
2024
Q3 		$743K Sell
5,451
-1,145
-17% -$150K 0.2% 102
2024
Q2 		$903K Sell
6,596
-750
-10% -$107K 0.27% 81
2024
Q1 		$1.09M Buy
7,346
+558
+8% +$84.8K 0.34% 69
2023
Q4 		$1.07M Sell
6,788
-950
-12% -$144K 0.4% 63
2023
Q3 		$1.21M Sell
7,738
-1,809
-19% -$312K 0.48% 54
2023
Q2 		$1.71M Buy
9,547
+48
+0.5% +$8.52K 0.66% 40
2023
Q1 		$1.84M Hold
9,499
– – 0.75% 35
2022
Q4 		$1.65M Buy
9,499
+75
+0.8% +$13K 0.64% 40
2022
Q3 		$1.52M Hold
9,424
– – 0.65% 41
2022
Q2 		$1.72M Hold
9,424
– – 0.71% 36
2022
Q1 		$2.02M Sell
9,424
-200
-2% -$42.5K 0.73% 34
2021
Q4 		$2.06M Buy
+9,624
New +$1.96M 0.72% 34

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 $3.37T AUM 44.26% 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

High Net Worth Advisory Group's UPS Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its United Parcel Service (UPS) stake by 4.7% in Q2 2026, selling an estimated $10.4K and leaving 2,031 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #236.

High Net Worth Advisory Group first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.06M in Q4 2021. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • High Net Worth Advisory Group held 2,031 shares of United Parcel Service worth $218K as of Q2 2026.
  • High Net Worth Advisory Group sold 100 United Parcel Service shares in Q2 2026, an estimated $10.4K.
  • United Parcel Service made up 0.05% of High Net Worth Advisory Group's portfolio in Q2 2026, its #236 holding.
  • High Net Worth Advisory Group first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • High Net Worth Advisory Group's United Parcel Service position peaked at $2.06M in Q4 2021.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.