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
2025 Q4	–	Sell	-61,000	Closed	-$136K	–	3981
2025 Q3	$136K	Buy	+61,000	New	+$5.53M	﹤0.01%	3479
2023 Q4	–	Sell	-250	Closed	-$95.5K	–	3863
2023 Q3	$95.5K	Buy	+250	New	+$43.2K	﹤0.01%	3111
2023 Q2	–	Sell	-100	Closed	-$13	–	3705
2023 Q1	$13	Buy	100 +99	+9,900%	+$18.2K	﹤0.01%	3393
2022 Q4	$805	Hold	1	–	–	﹤0.01%	3289
2022 Q3	$2K	Sell	1 -29,899	-100%	-$5.66M	﹤0.01%	3104
2022 Q2	$57K	Buy	+29,900	New	+$5.45M	﹤0.01%	2891

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.