Gleason Group
UPS icon

Gleason Group’s United Parcel Service UPS Stock Holding History

Gleason Group’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 		$2.09K Hold
22
– – ﹤0.01% 406
2026
Q2 		$2.36K Sell
22
-140
-86% -$14.6K ﹤0.01% 421
2026
Q1 		$15.9K Buy
162
+140
+636% +$15K ﹤0.01% 161
2025
Q4 		$2.22K Hold
22
– – ﹤0.01% 205
2025
Q3 		$1.84K Sell
22
-6,842
-100% -$620K ﹤0.01% 182
2025
Q2 		$693K Buy
6,864
+113
+2% +$11.1K 0.08% 50
2025
Q1 		$743K Buy
6,751
+91
+1% +$10.9K 0.13% 44
2024
Q4 		$840K Buy
6,660
+84
+1% +$11.1K 0.15% 40
2024
Q3 		$897K Buy
6,576
+80
+1% +$10.5K 0.16% 38
2024
Q2 		$889K Buy
6,496
+77
+1% +$11K 0.18% 36
2024
Q1 		$954K Buy
6,419
+68
+1% +$10.3K 0.2% 36
2023
Q4 		$999K Buy
6,351
+66
+1% +$10K 0.23% 34
2023
Q3 		$980K Buy
6,285
+59
+0.9% +$10.2K 0.26% 31
2023
Q2 		$1.12M Buy
6,226
+60
+1% +$10.7K 0.29% 30
2023
Q1 		$1.2M Buy
6,166
+53
+0.9% +$9.7K 0.34% 25
2022
Q4 		$1.06M Buy
6,113
+49
+0.8% +$8.48K 0.33% 30
2022
Q3 		$980K Buy
6,064
+47
+0.8% +$8.9K 0.34% 25
2022
Q2 		$1.1M Buy
6,017
+50
+0.8% +$9.12K 0.38% 22
2022
Q1 		$1.28M Buy
5,967
+43
+0.7% +$9.14K 0.38% 21
2021
Q4 		$1.27M Buy
5,924
+30
+0.5% +$6.1K 0.41% 23
2021
Q3 		$1.07M Buy
5,894
+31
+0.5% +$6.12K 0.39% 26
2021
Q2 		$1.22M Buy
5,863
+50
+0.9% +$10K 0.44% 22
2021
Q1 		$988K Buy
5,813
+36
+0.6% +$5.82K 0.39% 27
2020
Q4 		$973K Buy
5,777
+35
+0.6% +$5.91K 0.47% 24
2020
Q3 		$957K Buy
5,742
+36
+0.6% +$5.24K 0.55% 22
2020
Q2 		$634K Buy
5,706
+53
+0.9% +$5.29K 0.39% 31
2020
Q1 		$528K Buy
5,653
+64
+1% +$6.63K 0.42% 30
2019
Q4 		$654K Buy
+5,589
New +$662K 0.39% 32

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Gleason Group's UPS Position: Q3 2026 in Review

Gleason Group held its United Parcel Service (UPS) position steady in Q3 2026 at 22 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Gleason Group first reported a position in UPS in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.28M in Q1 2022. 582 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Gleason Group held 22 shares of United Parcel Service worth $2.09K as of Q3 2026.
  • Gleason Group left its United Parcel Service share count unchanged in Q3 2026.
  • United Parcel Service made up ﹤0.01% of Gleason Group's portfolio in Q3 2026, its #406 holding.
  • Gleason Group first reported a position in United Parcel Service in Q4 2019 and has held it in 28 quarters since.
  • Gleason Group's United Parcel Service position peaked at $1.28M in Q1 2022.
  • 582 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Gleason Group's 13F filing for Q3 2026, filed 15 Oct 2026.