GC
UPS icon

Grimes & Company’s United Parcel Service UPS Stock Holding History

Grimes & Company’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 		$3.72M Buy
34,606
+690
+2% +$71.7K 0.08% 146
2026
Q1 		$3.34M Buy
33,916
+15,313
+82% +$1.64M 0.09% 142
2025
Q4 		$1.85M Sell
18,603
-98,735
-84% -$9.24M 0.04% 198
2025
Q3 		$9.8M Sell
117,338
-5,554
-5% -$503K 0.24% 77
2025
Q2 		$12.4M Sell
122,892
-27,950
-19% -$2.75M 0.34% 65
2025
Q1 		$16.6M Buy
150,842
+22,409
+17% +$2.68M 0.51% 48
2024
Q4 		$16.2M Sell
128,433
-13,255
-9% -$1.74M 0.47% 50
2024
Q3 		$19.3M Buy
141,688
+5,857
+4% +$769K 0.52% 40
2024
Q2 		$18.6M Buy
135,831
+13,669
+11% +$1.96M 0.56% 38
2024
Q1 		$18.2M Buy
122,162
+7,930
+7% +$1.21M 0.56% 46
2023
Q4 		$18M Buy
114,232
+5,489
+5% +$830K 0.59% 37
2023
Q3 		$16.9M Buy
108,743
+4,125
+4% +$712K 0.66% 34
2023
Q2 		$18.8M Buy
104,618
+1,528
+1% +$271K 0.67% 29
2023
Q1 		$20M Buy
103,090
+1,896
+2% +$348K 0.82% 22
2022
Q4 		$17.6M Buy
101,194
+2,951
+3% +$511K 0.74% 23
2022
Q3 		$15.9M Buy
98,243
+4,814
+5% +$912K 0.83% 16
2022
Q2 		$17.1M Buy
93,429
+2,081
+2% +$380K 0.86% 18
2022
Q1 		$19.6M Buy
91,348
+5,202
+6% +$1.11M 1.02% 21
2021
Q4 		$18.5M Buy
86,146
+1,094
+1% +$223K 0.85% 32
2021
Q3 		$15.5M Buy
85,052
+591
+0.7% +$117K 0.67% 38
2021
Q2 		$17.6M Sell
84,461
-106
-0.1% -$21.2K 0.76% 29
2021
Q1 		$14.4M Buy
84,567
+511
+0.6% +$82.7K 0.69% 34
2020
Q4 		$14.2M Buy
84,056
+1,623
+2% +$274K 0.74% 32
2020
Q3 		$13.7M Sell
82,433
-2,684
-3% -$391K 0.88% 27
2020
Q2 		$9.46M Buy
85,117
+355
+0.4% +$35.4K 0.66% 41
2020
Q1 		$7.92M Buy
84,762
+1,528
+2% +$158K 0.72% 34
2019
Q4 		$9.74M Buy
83,234
+672
+0.8% +$79.6K 0.64% 43
2019
Q3 		$9.89M Buy
82,562
+924
+1% +$106K 0.7% 36
2019
Q2 		$8.43M Buy
81,638
+3,134
+4% +$326K 0.64% 45
2019
Q1 		$8.77M Buy
78,504
+3,637
+5% +$386K 0.69% 41
2018
Q4 		$7.3M Buy
74,867
+1,356
+2% +$147K 0.71% 38
2018
Q3 		$8.58M Buy
73,511
+2,028
+3% +$239K 0.69% 43
2018
Q2 		$7.59M Sell
71,483
-1,207
-2% -$136K 0.67% 44
2018
Q1 		$7.61M Buy
72,690
+160
+0.2% +$18.5K 0.74% 39
2017
Q4 		$8.64M Sell
72,530
-635
-0.9% -$74.6K 0.83% 36
2017
Q3 		$8.79M Sell
73,165
-417
-0.6% -$47.4K 0.93% 28
2017
Q2 		$8.14M Sell
73,582
-530
-0.7% -$56.7K 0.91% 34
2017
Q1 		$7.95M Sell
74,112
-521
-0.7% -$56.9K 0.87% 30
2016
Q4 		$8.56M Buy
74,633
+306
+0.4% +$34.5K 0.99% 23
2016
Q3 		$8.13M Sell
74,327
-3,519
-5% -$384K 1.09% 19
2016
Q2 		$8.39M Buy
77,846
+12,472
+19% +$1.3M 1.12% 16
2016
Q1 		$6.89M Sell
65,374
-1,819
-3% -$177K 0.89% 21
2015
Q4 		$6.47M Sell
67,193
-144
-0.2% -$14.7K 0.87% 24
2015
Q3 		$6.65M Buy
67,337
+705
+1% +$69.6K 0.86% 26
2015
Q2 		$6.46M Buy
66,632
+1,030
+2% +$102K 0.91% 30
2015
Q1 		$6.36M Buy
65,602
+4,467
+7% +$458K 1.53% 22
2014
Q4 		$6.8M Sell
61,135
-336
-0.5% -$35.5K 1.76% 13
2014
Q3 		$6.04M Buy
61,471
+1,791
+3% +$178K 1.58% 20
2014
Q2 		$6.13M Buy
59,680
+54,900
+1,149% +$5.51M 1.61% 19
2014
Q1 		$466K Sell
4,780
-150
-3% -$14.6K 0.13% 94
2013
Q4 		$518K Sell
4,930
-54,051
-92% -$5.32M 0.15% 90
2013
Q3 		$5.39M Buy
58,981
+327
+0.6% +$28.7K 1.82% 19
2013
Q2 		$5.07M Buy
+58,654
New +$5.03M 1.85% 19

Other funds holding UPS

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Grimes & Company's UPS Position: Q2 2026 in Review

Grimes & Company increased its United Parcel Service (UPS) stake by 2% in Q2 2026, buying an estimated $71.7K and bringing the position to 34,606 shares worth $3.72M. The position accounts for 0.08% of the portfolio, ranked #146.

Grimes & Company first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $20M in Q1 2023. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Grimes & Company held 34,606 shares of United Parcel Service worth $3.72M as of Q2 2026.
  • Grimes & Company bought 690 United Parcel Service shares in Q2 2026, an estimated $71.7K.
  • United Parcel Service made up 0.08% of Grimes & Company's portfolio in Q2 2026, its #146 holding.
  • Grimes & Company first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • Grimes & Company's United Parcel Service position peaked at $20M in Q1 2023.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.