Galvin Gaustad & Stein
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Galvin Gaustad & Stein’s United Parcel Service UPS Stock Holding History

Galvin Gaustad & Stein’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 		$630K Sell
6,738
-1
-0% -$105 0.05% 152
2026
Q2 		$724K Hold
6,739
– – 0.05% 154
2026
Q1 		$663K Hold
6,739
– – 0.05% 152
2025
Q4 		$668K Buy
6,739
+9
+0.1% +$842 0.05% 147
2025
Q3 		$562K Sell
6,730
-350
-5% -$31.7K 0.05% 137
2025
Q2 		$715K Sell
7,080
-175
-2% -$17.2K 0.06% 121
2025
Q1 		$798K Sell
7,255
-581
-7% -$69.5K 0.07% 103
2024
Q4 		$988K Hold
7,836
– – 0.09% 98
2024
Q3 		$1.07M Sell
7,836
-1,187
-13% -$156K 0.1% 92
2024
Q2 		$1.23M Buy
9,023
+287
+3% +$41.1K 0.11% 83
2024
Q1 		$1.3M Sell
8,736
-471
-5% -$71.6K 0.12% 82
2023
Q4 		$1.45M Sell
9,207
-20,571
-69% -$3.11M 0.14% 78
2023
Q3 		$4.64M Sell
29,778
-1,472
-5% -$254K 0.47% 57
2023
Q2 		$5.6M Sell
31,250
-1,685
-5% -$299K 0.54% 53
2023
Q1 		$6.39M Sell
32,935
-27,367
-45% -$5.02M 0.63% 52
2022
Q4 		$10.5M Sell
60,302
-3,919
-6% -$678K 1.06% 43
2022
Q3 		$10.4M Sell
64,221
-2,813
-4% -$533K 1.1% 44
2022
Q2 		$12.2M Buy
67,034
+726
+1% +$132K 1.24% 36
2022
Q1 		$14.2M Sell
66,308
-928
-1% -$197K 1.28% 31
2021
Q4 		$14.4M Sell
67,236
-1,384
-2% -$281K 1.24% 30
2021
Q3 		$12.5M Sell
68,620
-998
-1% -$197K 1.21% 35
2021
Q2 		$14.5M Sell
69,618
-4,189
-6% -$838K 1.38% 30
2021
Q1 		$12.5M Sell
73,807
-1,663
-2% -$269K 1.26% 33
2020
Q4 		$12.7M Buy
+75,470
New +$12.7M 1.33% 33

Other funds holding UPS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Galvin Gaustad & Stein's UPS Position: Q3 2026 in Review

Galvin Gaustad & Stein reduced its United Parcel Service (UPS) stake by 0.01% in Q3 2026, selling an estimated $105 and leaving 6,738 shares worth $630K. The position accounts for 0.05% of the portfolio, ranked #152.

Galvin Gaustad & Stein first reported a position in UPS in Q4 2020 and has held it in 24 quarters since. The position peaked at $14.5M in Q2 2021. 1,568 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Galvin Gaustad & Stein held 6,738 shares of United Parcel Service worth $630K as of Q3 2026.
  • Galvin Gaustad & Stein sold 1 United Parcel Service share in Q3 2026, an estimated $105.
  • United Parcel Service made up 0.05% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #152 holding.
  • Galvin Gaustad & Stein first reported a position in United Parcel Service in Q4 2020 and has held it in 24 quarters since.
  • Galvin Gaustad & Stein's United Parcel Service position peaked at $14.5M in Q2 2021.
  • 1,568 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.