Halbert Hargrove Global Advisors
UPS icon

Halbert Hargrove Global Advisors’s United Parcel Service UPS Stock Holding History

Halbert Hargrove Global Advisors’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 		– Sell
-5
Closed -$576 – 683
2026
Q2 		$576 Buy
+5
New +$520 ﹤0.01% 510
2025
Q4 		– Sell
-40
Closed -$3.34K – 723
2025
Q3 		$3.34K Buy
+40
New +$3.62K ﹤0.01% 484
2025
Q2 		– Sell
-40
Closed -$4.45K – 631
2025
Q1 		$4.45K Buy
+40
New +$4.78K ﹤0.01% 321
2023
Q2 		– Sell
-1,340
Closed -$260K – 167
2023
Q1 		$260K Buy
1,340
+186
+16% +$34.1K 0.02% 127
2022
Q4 		$201K Sell
1,154
-252
-18% -$43.6K 0.01% 159
2022
Q3 		$227K Buy
1,406
+149
+12% +$28.2K 0.02% 134
2022
Q2 		$229K Buy
1,257
+24
+2% +$4.38K 0.02% 137
2022
Q1 		$264K Buy
1,233
+112
+10% +$23.8K 0.02% 132
2021
Q4 		$240K Sell
1,121
-26
-2% -$5.29K 0.02% 140
2021
Q3 		$209K Buy
1,147
+17
+2% +$3.36K 0.01% 141
2021
Q2 		$235K Buy
+1,130
New +$226K 0.02% 131
2020
Q3 		– Sell
-10,360
Closed -$1.15M – 106
2020
Q2 		$1.15M Sell
10,360
-7
-0.1% -$699 0.17% 24
2020
Q1 		$968K Buy
10,367
+688
+7% +$71.3K 0.17% 23
2019
Q4 		$1.13M Buy
9,679
+49
+0.5% +$5.8K 0.29% 16
2019
Q3 		$1.15M Sell
9,630
-6
-0.1% -$686 0.31% 16
2019
Q2 		$995K Buy
+9,636
New +$1M 0.27% 14
2019
Q1 		– Sell
-9,763
Closed -$952K – 79
2018
Q4 		$952K Sell
9,763
-129
-1% -$14K 0.22% 27
2018
Q3 		$1.16M Sell
9,892
-1
-0% -$118 0.3% 15
2018
Q2 		$1.05M Buy
+9,893
New +$1.11M 0.28% 17
2013
Q3 		– Sell
-3,245
Closed -$281K – 115
2013
Q2 		$281K Buy
+3,245
New +$278K 0.1% 84

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

Halbert Hargrove Global Advisors's UPS Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of United Parcel Service (UPS) in Q3 2026, closing a stake of 5 shares — an estimated $576 sold.

Halbert Hargrove Global Advisors first reported a position in UPS in Q2 2013 and held it in 20 quarters. The position peaked at $1.16M in Q3 2018. 893 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining United Parcel Service position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 5 United Parcel Service shares in Q3 2026, an estimated $576.
  • Halbert Hargrove Global Advisors first reported a position in United Parcel Service in Q2 2013 and held it in 20 quarters.
  • Halbert Hargrove Global Advisors's United Parcel Service position peaked at $1.16M in Q3 2018.
  • 893 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.