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Crewe Advisors’s United Parcel Service UPS Stock Holding History

Crewe 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 		$16.8K Buy
156
+89
+133% +$9.25K ﹤0.01% 649
2026
Q1 		$6.59K Buy
67
+46
+219% +$4.93K ﹤0.01% 725
2025
Q4 		$2.08K Sell
21
-62
-75% -$5.8K ﹤0.01% 872
2025
Q3 		$6.93K Sell
83
-153
-65% -$13.9K ﹤0.01% 695
2025
Q2 		$23.8K Buy
236
+150
+174% +$14.8K ﹤0.01% 349
2025
Q1 		$9.46K Hold
86
– – ﹤0.01% 427
2024
Q4 		$10.8K Sell
86
-123
-59% -$16.2K ﹤0.01% 422
2024
Q3 		$28.5K Sell
209
-901
-81% -$118K ﹤0.01% 365
2024
Q2 		$152K Sell
1,110
-565
-34% -$80.9K 0.02% 209
2024
Q1 		$249K Buy
+1,675
New +$255K 0.03% 150
2023
Q4 		– Sell
-861
Closed -$134K – 686
2023
Q3 		$134K Buy
861
+1
+0.1% +$173 0.02% 87
2023
Q2 		$154K Sell
860
-273
-24% -$48.5K 0.02% 161
2023
Q1 		$220K Sell
1,133
-126
-10% -$23.1K 0.03% 147
2022
Q4 		$219K Buy
1,259
+691
+122% +$120K 0.03% 141
2022
Q3 		$92K Buy
568
+86
+18% +$16.3K 0.02% 237
2022
Q2 		$88K Buy
482
+339
+237% +$61.8K 0.02% 222
2022
Q1 		$31K Buy
+143
New +$30.4K 0.01% 264
2020
Q4 		– Sell
-22
Closed -$4K – 641
2020
Q3 		$4K Buy
+22
New +$3.2K ﹤0.01% 419
2019
Q3 		– Sell
-80
Closed -$8K – 306
2019
Q2 		$8K Buy
+80
New +$8.32K ﹤0.01% 224
2019
Q1 		– Sell
-50
Closed -$5K – 274
2018
Q4 		$5K Hold
50
– – ﹤0.01% 200
2018
Q3 		$6K Hold
50
– – 0.01% 209
2018
Q2 		$5K Hold
50
– – ﹤0.01% 231
2018
Q1 		$5K Hold
50
– – ﹤0.01% 239
2017
Q4 		$6K Buy
+50
New +$5.88K 0.01% 234

Other funds holding UPS

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Crewe Advisors's UPS Position: Q2 2026 in Review

Crewe Advisors increased its United Parcel Service (UPS) stake by 133% in Q2 2026, buying an estimated $9.25K and bringing the position to 156 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Crewe Advisors first reported a position in UPS in Q4 2017 and has held it in 24 quarters since. The position peaked at $249K in Q1 2024. 871 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Crewe Advisors held 156 shares of United Parcel Service worth $16.8K as of Q2 2026.
  • Crewe Advisors bought 89 United Parcel Service shares in Q2 2026, an estimated $9.25K.
  • United Parcel Service made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #649 holding.
  • Crewe Advisors first reported a position in United Parcel Service in Q4 2017 and has held it in 24 quarters since.
  • Crewe Advisors's United Parcel Service position peaked at $249K in Q1 2024.
  • 871 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.