GC
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Gilbert & Cook’s United Parcel Service UPS Stock Holding History

Gilbert & Cook’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 		$3.96M Sell
36,807
-975
-3% -$101K 0.46% 18
2026
Q1 		$3.72M Sell
37,782
-3,184
-8% -$341K 0.48% 16
2025
Q4 		$4.06M Buy
40,966
+166
+0.4% +$15.5K 0.51% 18
2025
Q3 		$3.41M Sell
40,800
-367
-0.9% -$33.2K 0.44% 20
2025
Q2 		$4.16M Buy
41,167
+1,801
+5% +$177K 0.56% 16
2025
Q1 		$4.33M Sell
39,366
-12,774
-24% -$1.53M 0.63% 15
2024
Q4 		$6.57M Sell
52,140
-3,419
-6% -$450K 0.93% 13
2024
Q3 		$7.57M Sell
55,559
-5,149
-8% -$676K 1.04% 11
2024
Q2 		$8.31M Sell
60,708
-723
-1% -$104K 1.21% 10
2024
Q1 		$9.13M Sell
61,431
-12,569
-17% -$1.91M 1.24% 11
2023
Q4 		$11.6M Buy
74,000
+540
+0.7% +$81.6K 1.65% 10
2023
Q3 		$11.5M Buy
73,460
+11,712
+19% +$2.02M 1.81% 9
2023
Q2 		$11.1M Buy
61,748
+2,222
+4% +$395K 1.77% 10
2023
Q1 		$11.5M Sell
59,526
-81
-0.1% -$14.9K 1.99% 9
2022
Q4 		$10.4M Sell
59,607
-10
-0% -$1.73K 1.89% 9
2022
Q3 		$9.81M Buy
59,617
+35
+0.1% +$6.63K 2.18% 9
2022
Q2 		$10.9M Buy
59,582
+8,883
+18% +$1.62M 1.95% 11
2022
Q1 		$10.9M Sell
50,699
-2,993
-6% -$636K 1.76% 11
2021
Q4 		$11.5M Sell
53,692
-105
-0.2% -$21.4K 1.85% 11
2021
Q3 		$9.8M Buy
53,797
+182
+0.3% +$35.9K 1.75% 11
2021
Q2 		$11.2M Sell
53,615
-5,455
-9% -$1.09M 2.01% 11
2021
Q1 		$10M Sell
59,070
-3,000
-5% -$485K 1.97% 12
2020
Q4 		$10.5M Sell
62,070
-1,457
-2% -$246K 2.25% 11
2020
Q3 		$10.6M Sell
63,527
-18,297
-22% -$2.66M 2.51% 11
2020
Q2 		$9.1M Sell
81,824
-2,079
-2% -$208K 2.28% 12
2020
Q1 		$7.84M Sell
83,903
-8,334
-9% -$863K 2.3% 11
2019
Q4 		$10.8M Sell
92,237
-2,018
-2% -$239K 2.65% 12
2019
Q3 		$11.3M Sell
94,255
-16,208
-15% -$1.85M 3.16% 12
2019
Q2 		$11.4M Buy
110,463
+3,702
+3% +$385K 3.34% 10
2019
Q1 		$11.9M Buy
106,761
+934
+0.9% +$99.1K 3.63% 10
2018
Q4 		$10.3M Sell
105,827
-735
-0.7% -$79.7K 3.65% 9
2018
Q3 		$12.4M Sell
106,562
-1,272
-1% -$150K 3.86% 7
2018
Q2 		$11.5M Buy
107,834
+3,119
+3% +$350K 3.86% 8
2018
Q1 		$11M Sell
104,715
-939
-0.9% -$109K 3.84% 7
2017
Q4 		$12.6M Sell
105,654
-4,413
-4% -$519K 4.38% 8
2017
Q3 		$13.2M Buy
110,067
+2,111
+2% +$240K 4.83% 6
2017
Q2 		$11.9M Buy
107,956
+14,875
+16% +$1.59M 4.22% 6
2017
Q1 		$9.99M Sell
93,081
-2,223
-2% -$243K 4.11% 8
2016
Q4 		$10.9M Buy
+95,304
New +$10.7M 4.83% 6

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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

Gilbert & Cook's UPS Position: Q2 2026 in Review

Gilbert & Cook reduced its United Parcel Service (UPS) stake by 2.6% in Q2 2026, selling an estimated $101K and leaving 36,807 shares worth $3.96M. The position accounts for 0.46% of the portfolio, ranked #18.

Gilbert & Cook first reported a position in UPS in Q4 2016 and has held it in 39 quarters since. The position peaked at $13.2M in Q3 2017. 982 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Gilbert & Cook held 36,807 shares of United Parcel Service worth $3.96M as of Q2 2026.
  • Gilbert & Cook sold 975 United Parcel Service shares in Q2 2026, an estimated $101K.
  • United Parcel Service made up 0.46% of Gilbert & Cook's portfolio in Q2 2026, its #18 holding.
  • Gilbert & Cook first reported a position in United Parcel Service in Q4 2016 and has held it in 39 quarters since.
  • Gilbert & Cook's United Parcel Service position peaked at $13.2M in Q3 2017.
  • 982 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.