Hoxton Planning & Management’s United Parcel Service UPS Stock Holding History

Hoxton Planning & 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	$643K	Buy	5,982 +756	+14%	+$78.6K	0.17%	105
2026 Q1	$514K	Buy	5,226 +645	+14%	+$69.2K	0.15%	108
2025 Q4	$454K	Buy	4,581 +774	+20%	+$72.4K	0.14%	118
2025 Q3	$318K	Buy	3,807 +478	+14%	+$43.3K	0.1%	150
2025 Q2	$336K	Buy	3,329 +1,494	+81%	+$147K	0.12%	142
2025 Q1	$202K	Sell	1,835 -76	-4%	-$9.09K	0.08%	193
2024 Q4	$241K	Buy	1,911 +23	+1%	+$3.03K	0.09%	178
2024 Q3	$257K	Buy	+1,888	New	+$248K	0.1%	172

Other funds holding UPS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

ORIO

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

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Hoxton Planning & Management's UPS Position: Q2 2026 in Review

Hoxton Planning & Management increased its United Parcel Service (UPS) stake by 14% in Q2 2026, buying an estimated $78.6K and bringing the position to 5,982 shares worth $643K. The position accounts for 0.17% of the portfolio, ranked #105.

Hoxton Planning & Management first reported a position in UPS in Q3 2024 and has held it in 8 quarters since. 474 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Hoxton Planning & Management held 5,982 shares of United Parcel Service worth $643K as of Q2 2026.
Hoxton Planning & Management bought 756 United Parcel Service shares in Q2 2026, an estimated $78.6K.
United Parcel Service made up 0.17% of Hoxton Planning & Management's portfolio in Q2 2026, its #105 holding.
Hoxton Planning & Management first reported a position in United Parcel Service in Q3 2024 and has held it in 8 quarters since.
474 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.