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UPS icon

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
2019
Q3 		– Sell
-800
Closed -$83K – 131
2019
Q2 		$83K Sell
800
-2,600
-76% -$270K 0.02% 114
2019
Q1 		$408K Buy
+3,400
New +$361K 0.12% 60

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.