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Steel Grove Capital Advisors’s United Parcel Service UPS Stock Holding History

Steel Grove Capital 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 		$1.7M Buy
18,178
+2,341
+15% +$246K 0.15% 83
2026
Q2 		$1.7M Buy
15,837
+394
+3% +$41K 0.16% 80
2026
Q1 		$1.52M Buy
15,443
+11,704
+313% +$1.26M 0.16% 79
2025
Q4 		$371K Sell
3,739
-11,673
-76% -$1.09M 0.04% 138
2025
Q3 		$1.56M Hold
15,412
– – 0.18% 80
2025
Q2 		$1.56M Buy
15,412
+932
+6% +$91.7K 0.18% 81
2025
Q1 		$1.59M Buy
14,480
+11,870
+455% +$1.42M 0.24% 64
2024
Q4 		$329K Sell
2,610
-8,697
-77% -$1.14M 0.05% 143
2024
Q3 		$1.52M Buy
11,307
+644
+6% +$84.6K 0.21% 72
2024
Q2 		$1.46M Sell
10,663
-785
-7% -$112K 0.2% 72
2024
Q1 		$1.7M Buy
11,448
+8,527
+292% +$1.3M 0.23% 69
2023
Q4 		$459K Sell
2,921
-7,420
-72% -$1.12M 0.06% 104
2023
Q3 		$1.61M Sell
10,341
-227
-2% -$39.2K 0.22% 72
2023
Q2 		$1.89M Buy
+10,568
New +$1.88M 0.24% 65
2020
Q4 		– Sell
-10,684
Closed -$1.78M – 132
2020
Q3 		$1.78M Sell
10,684
-842
-7% -$123K 0.72% 23
2020
Q2 		$1.28M Sell
11,526
-1,499
-12% -$150K 0.57% 36
2020
Q1 		$1.22M Sell
13,025
-841
-6% -$87.1K 0.79% 36
2019
Q4 		$1.62M Buy
13,866
+9
+0.1% +$1.06K 0.91% 31
2019
Q3 		$1.66M Sell
13,857
-376
-3% -$43K 0.98% 24
2019
Q2 		$1.47M Buy
14,233
+684
+5% +$71.1K 0.91% 38
2019
Q1 		$1.51M Sell
13,549
-16,577
-55% -$1.76M 0.98% 26
2018
Q4 		$2.94M Sell
30,126
-36,313
-55% -$3.94M 0.42% 76
2018
Q3 		$7.76M Buy
66,439
+9,730
+17% +$1.15M 1.08% 27
2018
Q2 		$6.02M Sell
56,709
-6,851
-11% -$770K 0.97% 38
2018
Q1 		$6.65M Sell
63,560
-12,246
-16% -$1.42M 1.04% 32
2017
Q4 		$9.03M Buy
75,806
+18,915
+33% +$2.22M 1.36% 17
2017
Q3 		$6.83M Sell
56,891
-5,116
-8% -$582K 1.23% 19
2017
Q2 		$6.86M Sell
62,007
-2,545
-4% -$272K 1.22% 21
2017
Q1 		$6.93M Buy
64,552
+53,514
+485% +$5.85M 1.22% 18
2016
Q4 		$1.26M Buy
11,038
+96
+0.9% +$10.8K 0.25% 82
2016
Q3 		$1.2M Hold
10,942
– – 0.27% 73
2016
Q2 		$1.18M Buy
+10,942
New +$1.14M 0.29% 67

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Steel Grove Capital Advisors's UPS Position: Q3 2026 in Review

Steel Grove Capital Advisors increased its United Parcel Service (UPS) stake by 15% in Q3 2026, buying an estimated $246K and bringing the position to 18,178 shares worth $1.7M. The position accounts for 0.15% of the portfolio, ranked #83.

Steel Grove Capital Advisors first reported a position in UPS in Q2 2016 and has held it in 32 quarters since. The position peaked at $9.03M in Q4 2017. 283 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Steel Grove Capital Advisors held 18,178 shares of United Parcel Service worth $1.7M as of Q3 2026.
  • Steel Grove Capital Advisors bought 2,341 United Parcel Service shares in Q3 2026, an estimated $246K.
  • United Parcel Service made up 0.15% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #83 holding.
  • Steel Grove Capital Advisors first reported a position in United Parcel Service in Q2 2016 and has held it in 32 quarters since.
  • Steel Grove Capital Advisors's United Parcel Service position peaked at $9.03M in Q4 2017.
  • 283 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.