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
2018
Q4 		– Sell
-9,100
Closed -$12K – 93
2018
Q3 		$12K Buy
+9,100
New +$1.07M ﹤0.01% 79

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. 968 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.
  • 968 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.