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Grove Bank & Trust’s United Parcel Service UPS Stock Holding History

Grove Bank & Trust’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 		$40.7K Buy
379
+126
+50% +$13.1K ﹤0.01% 462
2026
Q1 		$24.9K Hold
253
– – ﹤0.01% 513
2025
Q4 		$25.1K Sell
253
-211
-45% -$19.7K ﹤0.01% 514
2025
Q3 		$38.8K Sell
464
-1,553
-77% -$141K ﹤0.01% 449
2025
Q2 		$204K Sell
2,017
-222
-10% -$21.8K 0.03% 246
2025
Q1 		$246K Sell
2,239
-90
-4% -$10.8K 0.03% 214
2024
Q4 		$294K Buy
2,329
+131
+6% +$17.2K 0.04% 181
2024
Q3 		$300K Sell
2,198
-771
-26% -$101K 0.04% 182
2024
Q2 		$406K Buy
2,969
+20
+0.7% +$2.86K 0.07% 155
2024
Q1 		$438K Sell
2,949
-2,686
-48% -$408K 0.07% 154
2023
Q4 		$886K Sell
5,635
-448
-7% -$67.7K 0.16% 103
2023
Q3 		$948K Buy
6,083
+585
+11% +$101K 0.19% 93
2023
Q2 		$986K Sell
5,498
-96
-2% -$17K 0.2% 92
2023
Q1 		$1.09M Buy
5,594
+1,544
+38% +$283K 0.23% 85
2022
Q4 		$704K Buy
4,050
+321
+9% +$55.6K 0.16% 114
2022
Q3 		$602K Buy
3,729
+258
+7% +$48.9K 0.15% 121
2022
Q2 		$633K Sell
3,471
-365
-10% -$66.6K 0.15% 117
2022
Q1 		$823K Buy
3,836
+53
+1% +$11.3K 0.16% 113
2021
Q4 		$811K Hold
3,783
– – 0.15% 116
2021
Q3 		$689K Sell
3,783
-226
-6% -$44.6K 0.15% 119
2021
Q2 		$834K Sell
4,009
-7
-0.2% -$1.4K 0.18% 111
2021
Q1 		$682K Sell
4,016
-973
-20% -$157K 0.16% 118
2020
Q4 		$841K Sell
4,989
-471
-9% -$79.5K 0.22% 96
2020
Q3 		$910K Sell
5,460
-2,298
-30% -$335K 0.28% 86
2020
Q2 		$863K Buy
7,758
+2,476
+47% +$247K 0.28% 85
2020
Q1 		$494K Buy
5,282
+32
+0.6% +$3.31K 0.2% 107
2019
Q4 		$615K Sell
5,250
-55
-1% -$6.51K 0.18% 113
2019
Q3 		$636K Buy
5,305
+587
+12% +$67.1K 0.21% 107
2019
Q2 		$488K Buy
4,718
+1,141
+32% +$119K 0.18% 114
2019
Q1 		$399K Buy
3,577
+454
+15% +$48.1K 0.15% 127
2018
Q4 		$304K Buy
3,123
+664
+27% +$72K 0.14% 132
2018
Q3 		$288K Sell
2,459
-109
-4% -$12.8K 0.12% 138
2018
Q2 		$273K Buy
2,568
+97
+4% +$10.9K 0.12% 143
2018
Q1 		$259K Buy
2,471
+245
+11% +$28.3K 0.11% 148
2017
Q4 		$265K Buy
2,226
+1,438
+182% +$169K 0.12% 147
2017
Q3 		$94K Buy
788
+473
+150% +$53.8K 0.05% 232
2017
Q2 		$35K Buy
315
+175
+125% +$18.7K 0.02% 302
2017
Q1 		$15K Sell
140
-465
-77% -$50.8K 0.01% 318
2016
Q4 		$69K Buy
605
+140
+30% +$15.8K 0.05% 176
2016
Q3 		$51K Hold
465
– – 0.04% 154
2016
Q2 		$50K Hold
465
– – 0.04% 149
2016
Q1 		$49K Hold
465
– – 0.04% 162
2015
Q4 		$45K Buy
+465
New +$47.5K 0.04% 184

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Grove Bank & Trust's UPS Position: Q2 2026 in Review

Grove Bank & Trust increased its United Parcel Service (UPS) stake by 50% in Q2 2026, buying an estimated $13.1K and bringing the position to 379 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Grove Bank & Trust first reported a position in UPS in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.09M in Q1 2023. 602 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Grove Bank & Trust held 379 shares of United Parcel Service worth $40.7K as of Q2 2026.
  • Grove Bank & Trust bought 126 United Parcel Service shares in Q2 2026, an estimated $13.1K.
  • United Parcel Service made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #462 holding.
  • Grove Bank & Trust first reported a position in United Parcel Service in Q4 2015 and has held it in 43 quarters since.
  • Grove Bank & Trust's United Parcel Service position peaked at $1.09M in Q1 2023.
  • 602 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.