CRA Financial Services
UPS icon

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
Q3 		$346K Sell
3,699
-74
-2% -$7.77K 0.04% 236
2026
Q2 		$406K Buy
3,773
+78
+2% +$8.11K 0.05% 221
2026
Q1 		$363K Sell
3,695
-49
-1% -$5.26K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

CRA Financial Services's UPS Position: Q3 2026 in Review

CRA Financial Services reduced its United Parcel Service (UPS) stake by 2% in Q3 2026, selling an estimated $7.77K and leaving 3,699 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #236.

CRA Financial Services first reported a position in UPS in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.25M in Q4 2023. 1,388 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • CRA Financial Services held 3,699 shares of United Parcel Service worth $346K as of Q3 2026.
  • CRA Financial Services sold 74 United Parcel Service shares in Q3 2026, an estimated $7.77K.
  • United Parcel Service made up 0.04% of CRA Financial Services's portfolio in Q3 2026, its #236 holding.
  • CRA Financial Services first reported a position in United Parcel Service in Q4 2018 and has held it in 32 quarters since.
  • CRA Financial Services's United Parcel Service position peaked at $1.25M in Q4 2023.
  • 1,388 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on CRA Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.