Graybill Wealth Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-240
| Closed | -$26.4K | – | 177 |
|
|
2025
Q1 | $26.4K | Buy |
+240
| New | +$28.7K | 0.01% | 114 |
|
|
2021
Q3 | – | Sell |
-12,480
| Closed | -$2.6M | – | 55 |
|
|
2021
Q2 | $2.6M | Sell |
12,480
-300
| -2% | -$60K | 1.28% | 43 |
|
|
2021
Q1 | $2.17M | Buy |
12,780
+25
| +0.2% | +$4.04K | 1.15% | 43 |
|
|
2020
Q4 | $2.15M | Sell |
12,755
-200
| -2% | -$33.8K | 1.21% | 40 |
|
|
2020
Q3 | $2.16M | Sell |
12,955
-15
| -0.1% | -$2.18K | 1.41% | 38 |
|
|
2020
Q2 | $1.44M | Hold |
12,970
| – | – | 1.06% | 40 |
|
|
2020
Q1 | $1.21M | Sell |
12,970
-35
| -0.3% | -$3.63K | 1.07% | 36 |
|
|
2019
Q4 | $1.52M | Sell |
13,005
-165
| -1% | -$19.5K | 0.95% | 40 |
|
|
2019
Q3 | $1.58M | Sell |
13,170
-495
| -4% | -$56.6K | 1.07% | 40 |
|
|
2019
Q2 | $1.41M | Hold |
13,665
| – | – | 0.97% | 39 |
|
|
2019
Q1 | $1.53M | Sell |
13,665
-375
| -3% | -$39.8K | 1.07% | 41 |
|
|
2018
Q4 | $1.37M | Hold |
14,040
| – | – | 1.14% | 39 |
|
|
2018
Q3 | $1.64M | Hold |
14,040
| – | – | 1.19% | 41 |
|
|
2018
Q2 | $1.49M | Hold |
14,040
| – | – | 1.14% | 41 |
|
|
2018
Q1 | $1.47M | Sell |
14,040
-2,750
| -16% | -$318K | 1.12% | 41 |
|
|
2017
Q4 | $2M | Sell |
16,790
-210
| -1% | -$24.7K | 1.44% | 42 |
|
|
2017
Q3 | $2.04M | Hold |
17,000
| – | – | 1.51% | 42 |
|
|
2017
Q2 | $1.88M | Hold |
17,000
| – | – | 1.49% | 40 |
|
|
2017
Q1 | $1.82M | Hold |
17,000
| – | – | 1.45% | 41 |
|
|
2016
Q4 | $1.95M | Hold |
17,000
| – | – | 1.66% | 34 |
|
|
2016
Q3 | $1.86M | Hold |
17,000
| – | – | 1.73% | 36 |
|
|
2016
Q2 | $1.83M | Hold |
17,000
| – | – | 1.69% | 37 |
|
|
2016
Q1 | $1.79M | Sell |
17,000
-1,300
| -7% | -$126K | 1.62% | 38 |
|
|
2015
Q4 | $1.76M | Hold |
18,300
| – | – | 1.52% | 40 |
|
|
2015
Q3 | $1.81M | Hold |
18,300
| – | – | 1.48% | 40 |
|
|
2015
Q2 | $1.77M | Hold |
18,300
| – | – | 1.31% | 46 |
|
|
2015
Q1 | $1.77M | Hold |
18,300
| – | – | 1.33% | 46 |
|
|
2014
Q4 | $2.03M | Sell |
18,300
-1,000
| -5% | -$106K | 1.54% | 40 |
|
|
2014
Q3 | $1.9M | Hold |
19,300
| – | – | 1.45% | 44 |
|
|
2014
Q2 | $1.98M | Hold |
19,300
| – | – | 1.53% | 42 |
|
|
2014
Q1 | $1.88M | Hold |
19,300
| – | – | 1.55% | 42 |
|
|
2013
Q4 | $2.03M | Sell |
19,300
-700
| -4% | -$69K | 1.77% | 38 |
|
|
2013
Q3 | $1.83M | Hold |
20,000
| – | – | 1.56% | 39 |
|
|
2013
Q2 | $1.73M | Buy |
+20,000
| New | +$1.72M | 1.55% | 41 |
|
Other funds holding UPS
Graybill Wealth Management's UPS Position: Q2 2025 in Review
Graybill Wealth Management sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 240 shares — an estimated $26.4K sold.
Graybill Wealth Management first reported a position in UPS in Q2 2013 and held it in 34 quarters. The position peaked at $2.6M in Q2 2021. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.
- Graybill Wealth Management reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
- Graybill Wealth Management sold 240 United Parcel Service shares in Q2 2025, an estimated $26.4K.
- Graybill Wealth Management first reported a position in United Parcel Service in Q2 2013 and held it in 34 quarters.
- Graybill Wealth Management's United Parcel Service position peaked at $2.6M in Q2 2021.
- 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.
Based on Graybill Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.