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Crescent Grove Advisors, LLC

SEC CIK
0001713520
Latest filing
Aug 10, 2026

UPS holding history

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

UPS overviewAll 13F holders of UPSFull Q2 2026 holdings

Shares (Q2 2026)
6,245
Value
$671.4K
% of portfolio
0.1%
Quarters held
13
Since Q3 2021
Holdings of UPS by Crescent Grove Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,245$671.4K0.1%+37+0.6%AddedHolders
Q1 20266,208$610.8K0.1%−492−7.3%ReducedHolders
Q4 20256,700$664.6K0.1%−218−3.2%ReducedHolders
Q3 20256,918$577.9K0.1%00.0%UnchangedHolders
Q2 20256,918$698.3K0.1%00.0%UnchangedHolders
Q1 20256,918$760.9K0.1%−569−7.6%ReducedHolders
Q4 20247,487$944.1K0.1%−181−2.4%ReducedHolders
Q3 20247,668$1.05M0.1%00.0%UnchangedHolders
Q2 20247,668$1.05M0.1%+7,668NewHolders
Q3 20220$00.0%−1,144−100.0%Sold outHolders
Q2 20221,144$209.0K<0.1%−936−45.0%ReducedHolders
Q1 20222,080$446.0K<0.1%+173+9.1%AddedHolders
Q4 20211,907$409.0K<0.1%−956−33.4%ReducedHolders
Q3 20212,863$521.0K0.1%+2,863NewHolders