HWM
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HighMark Wealth Management’s United Parcel Service UPS Stock Holding History

HighMark 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 		$19.5K Buy
181
+60
+50% +$6.24K 0.01% 253
2026
Q1 		$11.9K Sell
121
-18
-13% -$1.93K ﹤0.01% 271
2025
Q4 		$13.8K Hold
139
– – 0.01% 281
2025
Q3 		$11.6K Buy
139
+40
+40% +$3.62K 0.01% 284
2025
Q2 		$10K Sell
99
-5
-5% -$492 ﹤0.01% 310
2025
Q1 		$11.5K Buy
104
+28
+37% +$3.35K 0.01% 263
2024
Q4 		$9.62K Buy
76
+22
+41% +$2.9K 0.01% 294
2024
Q3 		$7.39K Hold
54
– – ﹤0.01% 343
2024
Q2 		$7.39K Hold
54
– – ﹤0.01% 333
2024
Q1 		$8.01K Hold
54
– – 0.01% 319
2023
Q4 		$8.45K Sell
54
-83
-61% -$12.5K 0.01% 289
2023
Q3 		$21.3K Buy
137
+84
+158% +$14.5K 0.02% 170
2023
Q2 		$9.57K Hold
53
– – 0.01% 263
2023
Q1 		$10.3K Hold
53
– – 0.01% 296
2022
Q4 		$9.21K Buy
53
+12
+29% +$2.08K 0.01% 270
2022
Q3 		$7K Hold
41
– – 0.01% 296
2022
Q2 		$7K Hold
41
– – 0.01% 309
2022
Q1 		$9K Hold
41
– – 0.01% 288
2021
Q4 		$9K Hold
41
– – 0.01% 282
2021
Q3 		$7K Hold
41
– – 0.01% 306
2021
Q2 		$8K Buy
41
+1
+3% +$200 0.01% 294
2021
Q1 		$7K Hold
40
– – 0.01% 308
2020
Q4 		$7K Buy
40
+7
+21% +$1.18K 0.01% 291
2020
Q3 		$5K Buy
33
+1
+3% +$146 ﹤0.01% 329
2020
Q2 		$4K Hold
32
– – ﹤0.01% 344
2020
Q1 		$3K Buy
32
+1
+3% +$104 ﹤0.01% 285
2019
Q4 		$3K Buy
+31
New +$3.67K ﹤0.01% 335

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

HighMark Wealth Management's UPS Position: Q2 2026 in Review

HighMark Wealth Management increased its United Parcel Service (UPS) stake by 50% in Q2 2026, buying an estimated $6.24K and bringing the position to 181 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #253.

HighMark Wealth Management first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $21.3K in Q3 2023. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • HighMark Wealth Management held 181 shares of United Parcel Service worth $19.5K as of Q2 2026.
  • HighMark Wealth Management bought 60 United Parcel Service shares in Q2 2026, an estimated $6.24K.
  • United Parcel Service made up 0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #253 holding.
  • HighMark Wealth Management first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
  • HighMark Wealth Management's United Parcel Service position peaked at $21.3K in Q3 2023.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.