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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Crescent Grove Advisors's UPS Position: Q1 2026 in Review

Crescent Grove Advisors reduced its United Parcel Service (UPS) stake by 7.3% in Q1 2026, selling an estimated $52.8K and leaving 6,208 shares worth $611K. The position accounts for 0.06% of the portfolio, ranked #165.

Crescent Grove Advisors first reported a position in UPS in Q3 2020 and has held it in 14 quarters since. The position peaked at $1.05M in Q2 2024. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Crescent Grove Advisors held 6,208 shares of United Parcel Service worth $611K as of Q1 2026.
Crescent Grove Advisors sold 492 United Parcel Service shares in Q1 2026, an estimated $52.8K.
United Parcel Service made up 0.06% of Crescent Grove Advisors's portfolio in Q1 2026, its #165 holding.
Crescent Grove Advisors first reported a position in United Parcel Service in Q3 2020 and has held it in 14 quarters since.
Crescent Grove Advisors's United Parcel Service position peaked at $1.05M in Q2 2024.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.