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O'Keefe Stevens Advisory’s United Parcel Service UPS Stock Holding History

O'Keefe Stevens 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 		$1.41M Buy
13,143
+525
+4% +$54.6K 0.29% 39
2026
Q1 		$1.24M Buy
12,618
+1,980
+19% +$212K 0.31% 40
2025
Q4 		$1.06M Buy
10,638
+621
+6% +$58.1K 0.27% 36
2025
Q3 		$837K Buy
10,017
+656
+7% +$59.4K 0.23% 42
2025
Q2 		$945K Buy
9,361
+2,207
+31% +$217K 0.27% 41
2025
Q1 		$787K Buy
7,154
+1,684
+31% +$201K 0.26% 40
2024
Q4 		$690K Buy
5,470
+1,805
+49% +$238K 0.21% 38
2024
Q3 		$500K Buy
3,665
+1,397
+62% +$183K 0.15% 46
2024
Q2 		$310K Buy
2,268
+549
+32% +$78.6K 0.1% 50
2024
Q1 		$255K Buy
+1,719
New +$261K 0.08% 47

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

O'Keefe Stevens Advisory's UPS Position: Q2 2026 in Review

O'Keefe Stevens Advisory increased its United Parcel Service (UPS) stake by 4.2% in Q2 2026, buying an estimated $54.6K and bringing the position to 13,143 shares worth $1.41M. The position accounts for 0.29% of the portfolio, ranked #39.

O'Keefe Stevens Advisory first reported a position in UPS in Q1 2024 and has held it in 10 quarters since. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • O'Keefe Stevens Advisory held 13,143 shares of United Parcel Service worth $1.41M as of Q2 2026.
  • O'Keefe Stevens Advisory bought 525 United Parcel Service shares in Q2 2026, an estimated $54.6K.
  • United Parcel Service made up 0.29% of O'Keefe Stevens Advisory's portfolio in Q2 2026, its #39 holding.
  • O'Keefe Stevens Advisory first reported a position in United Parcel Service in Q1 2024 and has held it in 10 quarters since.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on O'Keefe Stevens Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.