HighTower Advisors’s United Parcel Service UPS Stock Holding History

HighTower 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
2021 Q1	–	Sell	-40	Closed	-$73K	–	3277
2020 Q4	$73K	Sell	40 -6,960	-99%	-$1.17M	﹤0.01%	2379
2020 Q3	$60K	Buy	+7,000	New	+$1.02M	﹤0.01%	2293
2019 Q1	–	Sell	-2,900	Closed	-$10K	–	2431
2018 Q4	$10K	Hold	2,900	–	–	﹤0.01%	2124
2018 Q3	$10K	Buy	+2,900	New	+$341K	﹤0.01%	2204
2018 Q2	–	Sell	-2,200	Closed	-$8K	–	2373
2018 Q1	$8K	Sell	2,200 -7,500	-77%	-$867K	﹤0.01%	2098
2017 Q4	$14K	Buy	9,700 +8,200	+547%	+$964K	﹤0.01%	2174
2017 Q3	$16K	Sell	1,500 -4,500	-75%	-$512K	﹤0.01%	2134
2017 Q2	$18K	Buy	+6,000	New	+$641K	﹤0.01%	2080
2014 Q3	–	Sell	-90,200	Closed	-$591K	–	1660
2014 Q2	$591K	Buy	90,200 +24,100	+36%	+$2.42M	0.01%	1002
2014 Q1	$483K	Sell	66,100 -4,800	-7%	-$468K	0.01%	992
2013 Q4	$899K	Sell	70,900 -12,100	-15%	-$1.19M	0.02%	741
2013 Q3	$644K	Buy	+83,000	New	+$7.3M	0.02%	762

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors's UPS Position: Q1 2026 in Review

HighTower Advisors increased its United Parcel Service (UPS) stake by 21% in Q1 2026, buying an estimated $19.7M and bringing the position to 1,047,509 shares worth $103M. The position accounts for 0.11% of the portfolio, ranked #189.

HighTower Advisors first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $219M in Q2 2023. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

HighTower Advisors held 1,047,509 shares of United Parcel Service worth $103M as of Q1 2026.
HighTower Advisors bought 184,056 United Parcel Service shares in Q1 2026, an estimated $19.7M.
United Parcel Service made up 0.11% of HighTower Advisors's portfolio in Q1 2026, its #189 holding.
HighTower Advisors first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
HighTower Advisors's United Parcel Service position peaked at $219M in Q2 2023.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.