HHGA
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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
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 $175B AUM 40.63% 1-Year Est. Return
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

Halbert Hargrove Global Advisors's UPS Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in United Parcel Service (UPS) in Q2 2026: 5 shares worth $576. The stake represents ﹤0.01% of the portfolio and ranks #510 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in UPS as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in UPS in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.16M in Q3 2018. 957 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Halbert Hargrove Global Advisors held 5 shares of United Parcel Service worth $576 as of Q2 2026.
  • United Parcel Service was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • United Parcel Service made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #510 holding.
  • Halbert Hargrove Global Advisors first reported a position in United Parcel Service in Q2 2013 and has held it in 20 quarters since.
  • Halbert Hargrove Global Advisors's United Parcel Service position peaked at $1.16M in Q3 2018.
  • 957 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.