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Horst & Graben Wealth Management’s United Parcel Service UPS Stock Holding History

Horst & Graben 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 		$1.46M Buy
13,317
+8
+0.1% +$832 0.19% 72
2026
Q1 		$1.44M Buy
13,309
+16
+0.1% +$1.72K 0.2% 67
2025
Q4 		$1.32M Buy
13,293
+55
+0.4% +$5.14K 0.2% 66
2025
Q3 		$1.11M Buy
13,238
+2
+0% +$181 0.17% 72
2025
Q2 		$1.34M Buy
13,236
+20
+0.2% +$1.97K 0.22% 64
2025
Q1 		$1.45M Sell
13,216
-45
-0.3% -$5.38K 0.26% 56
2024
Q4 		$1.67M Buy
13,261
+10
+0.1% +$1.32K 0.3% 49
2024
Q3 		$1.81M Sell
13,251
-340
-3% -$44.6K 0.32% 44
2024
Q2 		$1.86M Sell
13,591
-102
-0.7% -$14.6K 0.36% 38
2024
Q1 		$2.04M Sell
13,693
-114
-0.8% -$17.3K 0.41% 35
2023
Q4 		$2.17M Buy
13,807
+14
+0.1% +$2.12K 0.48% 35
2023
Q3 		$2.15M Buy
13,793
+13
+0.1% +$2.24K 0.53% 33
2023
Q2 		$2.47M Buy
13,780
+13
+0.1% +$2.31K 0.59% 25
2023
Q1 		$2.67M Buy
13,767
+12
+0.1% +$2.2K 0.66% 22
2022
Q4 		$2.39M Buy
13,755
+10
+0.1% +$1.73K 0.63% 31
2022
Q3 		$2.22M Buy
13,745
+10
+0.1% +$1.89K 0.63% 28
2022
Q2 		$2.51M Buy
13,735
+11
+0.1% +$2.01K 0.68% 31
2022
Q1 		$2.94M Hold
13,724
– – 0.72% 28
2021
Q4 		$2.94M Buy
13,724
+6
+0% +$1.22K 0.74% 30
2021
Q3 		$2.5M Hold
13,718
– – 0.69% 30
2021
Q2 		$2.85M Buy
13,718
+1
+0% +$200 0.8% 30
2021
Q1 		$2.33M Buy
13,717
+200
+1% +$32.4K 0.73% 26
2020
Q4 		$2.28M Hold
13,517
– – 0.78% 28
2020
Q3 		$2.25M Sell
13,517
-153
-1% -$22.3K 0.87% 25
2020
Q2 		$1.52M Hold
13,670
– – 0.67% 25
2020
Q1 		$1.28M Buy
+13,670
New +$1.42M 0.67% 20

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

Horst & Graben Wealth Management's UPS Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its United Parcel Service (UPS) stake by 0.06% in Q2 2026, buying an estimated $832 and bringing the position to 13,317 shares worth $1.46M. The position accounts for 0.19% of the portfolio, ranked #72.

Horst & Graben Wealth Management first reported a position in UPS in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.94M in Q1 2022. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Horst & Graben Wealth Management held 13,317 shares of United Parcel Service worth $1.46M as of Q2 2026.
  • Horst & Graben Wealth Management bought 8 United Parcel Service shares in Q2 2026, an estimated $832.
  • United Parcel Service made up 0.19% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Horst & Graben Wealth Management first reported a position in United Parcel Service in Q1 2020 and has held it in 26 quarters since.
  • Horst & Graben Wealth Management's United Parcel Service position peaked at $2.94M in Q1 2022.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.