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

CRA 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 		$406K Buy
3,773
+78
+2% +$8.11K 0.05% 221
2026
Q1 		$363K Sell
3,695
-49
-1% -$5.25K 0.05% 218
2025
Q4 		$371K Sell
3,744
-1,063
-22% -$99.4K 0.05% 212
2025
Q3 		$402K Sell
4,807
-2,461
-34% -$223K 0.05% 195
2025
Q2 		$734K Sell
7,268
-29
-0.4% -$2.85K 0.11% 131
2025
Q1 		$803K Sell
7,297
-284
-4% -$34K 0.14% 122
2024
Q4 		$956K Sell
7,581
-173
-2% -$22.8K 0.16% 110
2024
Q3 		$1.06M Sell
7,754
-207
-3% -$27.2K 0.19% 95
2024
Q2 		$1.09M Sell
7,961
-219
-3% -$31.4K 0.22% 81
2024
Q1 		$1.22M Buy
8,180
+248
+3% +$37.7K 0.26% 71
2023
Q4 		$1.25M Buy
7,932
+2,736
+53% +$414K 0.31% 62
2023
Q3 		$810K Buy
5,196
+26
+0.5% +$4.49K 0.22% 79
2023
Q2 		$927K Buy
5,170
+99
+2% +$17.6K 0.25% 71
2023
Q1 		$984K Hold
5,071
– – 0.29% 63
2022
Q4 		$881K Hold
5,071
– – 0.29% 70
2022
Q3 		$819K Sell
5,071
-240
-5% -$45.4K 0.29% 64
2022
Q2 		$969K Buy
5,311
+1,138
+27% +$208K 0.33% 61
2022
Q1 		$895K Sell
4,173
-80
-2% -$17K 0.27% 71
2021
Q4 		$912K Buy
4,253
+45
+1% +$9.15K 0.27% 69
2021
Q3 		$766K Sell
4,208
-19
-0.4% -$3.75K 0.26% 77
2021
Q2 		$879K Buy
4,227
+166
+4% +$33.2K 0.31% 62
2021
Q1 		$690K Sell
4,061
-111
-3% -$18K 0.27% 80
2020
Q4 		$703K Sell
4,172
-215
-5% -$36.3K 0.3% 71
2020
Q3 		$731K Buy
4,387
+322
+8% +$46.9K 0.35% 61
2020
Q2 		$452K Buy
4,065
+255
+7% +$25.5K 0.24% 85
2020
Q1 		$356K Sell
3,810
-55
-1% -$5.7K 0.23% 93
2019
Q4 		$452K Hold
3,865
– – 0.25% 84
2019
Q3 		$463K Sell
3,865
-140
-3% -$16K 0.28% 76
2019
Q2 		$414K Sell
4,005
-10
-0.2% -$1.04K 0.25% 86
2019
Q1 		$449K Hold
4,015
– – 0.29% 80
2018
Q4 		$392K Buy
+4,015
New +$435K 0.28% 82

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

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

CRA Financial Services increased its United Parcel Service (UPS) stake by 2.1% in Q2 2026, buying an estimated $8.11K and bringing the position to 3,773 shares worth $406K. The position accounts for 0.05% of the portfolio, ranked #221.

CRA Financial Services first reported a position in UPS in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.25M in Q4 2023. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • CRA Financial Services held 3,773 shares of United Parcel Service worth $406K as of Q2 2026.
  • CRA Financial Services bought 78 United Parcel Service shares in Q2 2026, an estimated $8.11K.
  • United Parcel Service made up 0.05% of CRA Financial Services's portfolio in Q2 2026, its #221 holding.
  • CRA Financial Services first reported a position in United Parcel Service in Q4 2018 and has held it in 31 quarters since.
  • CRA Financial Services's United Parcel Service position peaked at $1.25M in Q4 2023.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.