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 Q3	$1.42M	Buy	15,145 +2,002	+15%	+$210K	0.29%	41
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cove Private Wealth Oyster Bay Cove, New York $570M AUM 26.07% 1-Year Est. Return

O'Keefe Stevens Advisory's UPS Position: Q3 2026 in Review

O'Keefe Stevens Advisory increased its United Parcel Service (UPS) stake by 15% in Q3 2026, buying an estimated $210K and bringing the position to 15,145 shares worth $1.42M. The position accounts for 0.29% of the portfolio, ranked #41.

O'Keefe Stevens Advisory first reported a position in UPS in Q1 2024 and has held it in 11 quarters since. 828 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

O'Keefe Stevens Advisory held 15,145 shares of United Parcel Service worth $1.42M as of Q3 2026.
O'Keefe Stevens Advisory bought 2,002 United Parcel Service shares in Q3 2026, an estimated $210K.
United Parcel Service made up 0.29% of O'Keefe Stevens Advisory's portfolio in Q3 2026, its #41 holding.
O'Keefe Stevens Advisory first reported a position in United Parcel Service in Q1 2024 and has held it in 11 quarters since.
828 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on O'Keefe Stevens Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.