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Crescent Grove Advisors’s United Parcel Service UPS Stock Holding History

Crescent Grove Advisors’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 		$671K Buy
6,245
+37
+0.6% +$3.85K 0.06% 164
2026
Q1 		$611K Sell
6,208
-492
-7% -$52.8K 0.06% 165
2025
Q4 		$665K Sell
6,700
-218
-3% -$20.4K 0.06% 157
2025
Q3 		$578K Hold
6,918
– – 0.05% 159
2025
Q2 		$698K Hold
6,918
– – 0.07% 143
2025
Q1 		$761K Sell
6,918
-569
-8% -$68K 0.08% 126
2024
Q4 		$944K Sell
7,487
-181
-2% -$23.8K 0.09% 113
2024
Q3 		$1.05M Hold
7,668
– – 0.11% 112
2024
Q2 		$1.05M Buy
+7,668
New +$1.1M 0.12% 110
2022
Q3 		– Sell
-1,144
Closed -$209K – 275
2022
Q2 		$209K Sell
1,144
-936
-45% -$171K 0.02% 240
2022
Q1 		$446K Buy
2,080
+173
+9% +$36.8K 0.04% 180
2021
Q4 		$409K Sell
1,907
-956
-33% -$194K 0.04% 188
2021
Q3 		$521K Buy
+2,863
New +$565K 0.06% 150
2021
Q1 		– Sell
-2,398
Closed -$404K – 216
2020
Q4 		$404K Buy
2,398
+200
+9% +$33.8K 0.05% 127
2020
Q3 		$366K Buy
+2,198
New +$320K 0.07% 121

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Crescent Grove Advisors's UPS Position: Q2 2026 in Review

Crescent Grove Advisors increased its United Parcel Service (UPS) stake by 0.6% in Q2 2026, buying an estimated $3.85K and bringing the position to 6,245 shares worth $671K. The position accounts for 0.06% of the portfolio, ranked #164.

Crescent Grove Advisors first reported a position in UPS in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.05M in Q2 2024. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Crescent Grove Advisors held 6,245 shares of United Parcel Service worth $671K as of Q2 2026.
  • Crescent Grove Advisors bought 37 United Parcel Service shares in Q2 2026, an estimated $3.85K.
  • United Parcel Service made up 0.06% of Crescent Grove Advisors's portfolio in Q2 2026, its #164 holding.
  • Crescent Grove Advisors first reported a position in United Parcel Service in Q3 2020 and has held it in 15 quarters since.
  • Crescent Grove Advisors's United Parcel Service position peaked at $1.05M in Q2 2024.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.