Baird Financial Group, Inc.

SEC CIK: 0001648711
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

UPS holding history

United Parcel Service Inc in every 13F filed by Baird Financial Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPS overview All 13F holders of UPS Full Q2 2026 holdings

Shares (Q2 2026): 417,427
Value: $44.9M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of UPS by Baird Financial Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	417,427	$44.9M	0.1%	+19,486+4.9%	Added	Holders
Q1 2026	397,941	$39.1M	0.1%	+10,075+2.6%	Added	Holders
Q4 2025	387,866	$38.5M	0.1%	−165,205−29.9%	Reduced	Holders
Q3 2025	553,071	$46.2M	0.1%	−57,654−9.4%	Reduced	Holders
Q2 2025	610,725	$61.6M	0.1%	−145,663−19.3%	Reduced	Holders
Q1 2025	756,388	$83.2M	0.2%	+3,679+0.5%	Added	Holders
Q4 2024	752,709	$94.9M	0.2%	+3250.0%	Added	Holders
Q3 2024	752,384	$102.6M	0.2%	+52,284+7.5%	Added	Holders
Q2 2024	700,100	$95.8M	0.2%	+6,633+1.0%	Added	Holders
Q1 2024	693,467	$103.1M	0.2%	−16,902−2.4%	Reduced	Holders
Q4 2023	710,369	$111.7M	0.3%	−8,694−1.2%	Reduced	Holders
Q3 2023	719,063	$112.1M	0.3%	−10,653−1.5%	Reduced	Holders
Q2 2023	729,716	$130.8M	0.3%	−27,167−3.6%	Reduced	Holders
Q1 2023	756,883	$146.8M	0.4%	−10,517−1.4%	Reduced	Holders
Q4 2022	767,400	$133.4M	0.4%	+44,107+6.1%	Added	Holders
Q3 2022	723,293	$116.8M	0.3%	+4,808+0.7%	Added	Holders
Q2 2022	718,485	$131.2M	0.4%	−1460.0%	Reduced	Holders
Q1 2022	718,631	$154.1M	0.4%	+3,434+0.5%	Added	Holders
Q4 2021	715,197	$153.3M	0.4%	−1,544−0.2%	Reduced	Holders
Q3 2021	716,741	$130.5M	0.3%	+28,593+4.2%	Added	Holders
Q2 2021	688,148	$143.1M	0.4%	−31,843−4.4%	Reduced	Holders
Q1 2021	719,991	$122.4M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.