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Gladstone Institutional Advisory’s United Parcel Service UPS Stock Holding History

Gladstone Institutional Advisory’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 		$3.27M Buy
30,385
+375
+1% +$39K 0.1% 206
2026
Q1 		$2.95M Sell
30,010
-371
-1% -$39.8K 0.11% 197
2025
Q4 		$3.01M Sell
30,381
-1,740
-5% -$163K 0.11% 197
2025
Q3 		$2.68M Sell
32,121
-14
-0% -$1.27K 0.1% 200
2025
Q2 		$3.24M Buy
32,135
+26,908
+515% +$2.65M 0.13% 167
2025
Q1 		$575K Sell
5,227
-87
-2% -$10.4K 0.03% 433
2024
Q4 		$670K Buy
5,314
+315
+6% +$41.5K 0.03% 393
2024
Q3 		$682K Sell
4,999
-433
-8% -$56.8K 0.03% 379
2024
Q2 		$743K Sell
5,432
-359
-6% -$51.4K 0.04% 347
2024
Q1 		$861K Sell
5,791
-5,520
-49% -$839K 0.05% 308
2023
Q4 		$1.78M Sell
11,311
-4,893
-30% -$740K 0.1% 211
2023
Q3 		$2.53M Sell
16,204
-1,269
-7% -$219K 0.16% 160
2023
Q2 		$3.13M Sell
17,473
-7,628
-30% -$1.35M 0.19% 134
2023
Q1 		$4.87M Sell
25,101
-2,042
-8% -$375K 0.32% 81
2022
Q4 		$4.72M Sell
27,143
-1,227
-4% -$212K 0.33% 79
2022
Q3 		$4.58M Buy
28,370
+1,510
+6% +$286K 0.36% 69
2022
Q2 		$4.9M Buy
26,860
+2,182
+9% +$398K 0.39% 59
2022
Q1 		$5.29M Buy
24,678
+11,623
+89% +$2.47M 0.36% 67
2021
Q4 		$2.8M Sell
13,055
-279
-2% -$56.7K 0.22% 127
2021
Q3 		$2.43M Sell
13,334
-1,400
-10% -$276K 0.24% 121
2021
Q2 		$3.06M Buy
14,734
+6,739
+84% +$1.35M 0.36% 72
2021
Q1 		$1.36M Sell
7,995
-1,848
-19% -$299K 0.21% 108
2020
Q4 		$1.66M Buy
9,843
+3,257
+49% +$550K 0.33% 72
2020
Q3 		$1.1M Buy
6,586
+195
+3% +$28.4K 0.26% 88
2020
Q2 		$711K Sell
6,391
-2,572
-29% -$257K 0.18% 108
2020
Q1 		$837K Buy
8,963
+1,539
+21% +$159K 0.22% 97
2019
Q4 		$870K Sell
7,424
-45
-0.6% -$5.33K 0.21% 96
2019
Q3 		$895K Sell
7,469
-302
-4% -$34.5K 0.23% 93
2019
Q2 		$802K Buy
7,771
+1,515
+24% +$158K 0.24% 92
2019
Q1 		$699K Buy
6,256
+26
+0.4% +$2.76K 0.26% 87
2018
Q4 		$608K Buy
+6,230
New +$675K 0.35% 71

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gladstone Institutional Advisory's UPS Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its United Parcel Service (UPS) stake by 1.2% in Q2 2026, buying an estimated $39K and bringing the position to 30,385 shares worth $3.27M. The position accounts for 0.1% of the portfolio, ranked #206.

Gladstone Institutional Advisory first reported a position in UPS in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.29M in Q1 2022. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Gladstone Institutional Advisory held 30,385 shares of United Parcel Service worth $3.27M as of Q2 2026.
  • Gladstone Institutional Advisory bought 375 United Parcel Service shares in Q2 2026, an estimated $39K.
  • United Parcel Service made up 0.1% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #206 holding.
  • Gladstone Institutional Advisory first reported a position in United Parcel Service in Q4 2018 and has held it in 31 quarters since.
  • Gladstone Institutional Advisory's United Parcel Service position peaked at $5.29M in Q1 2022.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.