Howard Financial Services’s United Parcel Service UPS Stock Holding History

Howard Financial Services’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	$598K	Buy	5,559 +1,558	+39%	+$162K	0.06%	133
2026 Q1	$394K	Buy	4,001 +142	+4%	+$15.2K	0.04%	151
2025 Q4	$383K	Buy	3,859 +309	+9%	+$28.9K	0.04%	137
2025 Q3	$297K	Buy	3,550 +1,510	+74%	+$137K	0.04%	150
2025 Q2	$206K	Sell	2,040 -52	-2%	-$5.12K	0.03%	171
2025 Q1	$230K	Sell	2,092 -277	-12%	-$33.1K	0.03%	165
2024 Q4	$299K	Buy	2,369 +348	+17%	+$45.8K	0.04%	148
2024 Q3	$276K	Buy	+2,021	New	+$265K	0.04%	132

Other funds holding UPS

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Howard Financial Services's UPS Position: Q2 2026 in Review

Howard Financial Services increased its United Parcel Service (UPS) stake by 39% in Q2 2026, buying an estimated $162K and bringing the position to 5,559 shares worth $598K. The position accounts for 0.06% of the portfolio, ranked #133.

Howard Financial Services first reported a position in UPS in Q3 2024 and has held it in 8 quarters since. 811 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Howard Financial Services held 5,559 shares of United Parcel Service worth $598K as of Q2 2026.
Howard Financial Services bought 1,558 United Parcel Service shares in Q2 2026, an estimated $162K.
United Parcel Service made up 0.06% of Howard Financial Services's portfolio in Q2 2026, its #133 holding.
Howard Financial Services first reported a position in United Parcel Service in Q3 2024 and has held it in 8 quarters since.
811 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.