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HUB Investment Partners’s United Parcel Service UPS Stock Holding History

HUB Investment Partners’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 		$632K Buy
5,884
+1,216
+26% +$126K 0.01% 615
2026
Q1 		$459K Buy
4,668
+1,258
+37% +$135K 0.01% 602
2025
Q4 		$338K Sell
3,410
-522
-13% -$48.8K 0.01% 628
2025
Q3 		$328K Sell
3,932
-1,871
-32% -$169K 0.01% 515
2025
Q2 		$586K Buy
5,803
+299
+5% +$29.4K 0.02% 349
2025
Q1 		$605K Buy
5,504
+175
+3% +$20.9K 0.02% 303
2024
Q4 		$672K Buy
5,329
+29
+0.5% +$3.82K 0.03% 268
2024
Q3 		$723K Sell
5,300
-807
-13% -$106K 0.03% 239
2024
Q2 		$836K Sell
6,107
-3,201
-34% -$458K 0.03% 205
2024
Q1 		$1.38M Buy
9,308
+1,662
+22% +$253K 0.08% 164
2023
Q4 		$1.2M Buy
+7,646
New +$1.16M 0.08% 159

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HUB Investment Partners's UPS Position: Q2 2026 in Review

HUB Investment Partners increased its United Parcel Service (UPS) stake by 26% in Q2 2026, buying an estimated $126K and bringing the position to 5,884 shares worth $632K. The position accounts for 0.01% of the portfolio, ranked #615.

HUB Investment Partners first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q1 2024. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • HUB Investment Partners held 5,884 shares of United Parcel Service worth $632K as of Q2 2026.
  • HUB Investment Partners bought 1,216 United Parcel Service shares in Q2 2026, an estimated $126K.
  • United Parcel Service made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #615 holding.
  • HUB Investment Partners first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
  • HUB Investment Partners's United Parcel Service position peaked at $1.38M in Q1 2024.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.