SPIA
UPS icon

Steward Partners Investment Advisory’s United Parcel Service UPS Stock Holding History

Steward Partners Investment 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 		$15.1M Buy
140,403
+7,641
+6% +$794K 0.08% 254
2026
Q1 		$13.1M Buy
132,762
+27,496
+26% +$2.95M 0.07% 274
2025
Q4 		$10.4M Buy
105,266
+11,928
+13% +$1.12M 0.06% 283
2025
Q3 		$7.8M Buy
93,338
+31,260
+50% +$2.83M 0.04% 357
2025
Q2 		$6.27M Sell
62,078
-10,096
-14% -$993K 0.05% 369
2025
Q1 		$7.94M Buy
72,174
+1,786
+3% +$214K 0.07% 290
2024
Q4 		$8.88M Buy
70,388
+2,315
+3% +$305K 0.08% 246
2024
Q3 		$9.28M Buy
68,073
+11,173
+20% +$1.47M 0.09% 233
2024
Q2 		$7.79M Sell
56,900
-7,911
-12% -$1.13M 0.08% 239
2024
Q1 		$9.63M Sell
64,811
-1,256
-2% -$191K 0.11% 199
2023
Q4 		$10.4M Buy
66,067
+375
+0.6% +$56.7K 0.14% 154
2023
Q3 		$10.2M Buy
65,692
+1,152
+2% +$199K 0.16% 141
2023
Q2 		$11.6M Buy
64,540
+2,258
+4% +$401K 0.17% 125
2023
Q1 		$12.1M Buy
62,282
+425
+0.7% +$78K 0.19% 118
2022
Q4 		$10.8M Buy
61,857
+178
+0.3% +$30.8K 0.18% 133
2022
Q3 		$9.96M Sell
61,679
-272
-0.4% -$51.5K 0.19% 126
2022
Q2 		$11.3M Sell
61,951
-3,137
-5% -$572K 0.21% 122
2022
Q1 		$14M Sell
65,088
-4,528
-7% -$962K 0.22% 110
2021
Q4 		$14.9M Buy
69,616
+5,340
+8% +$1.09M 0.23% 99
2021
Q3 		$11.7M Buy
64,276
+3,183
+5% +$628K 0.2% 121
2021
Q2 		$12.7M Sell
61,093
-9,547
-14% -$1.91M 0.21% 103
2021
Q1 		$12M Buy
70,640
+19,810
+39% +$3.2M 0.21% 116
2020
Q4 		$8.56M Buy
50,830
+1,707
+3% +$288K 0.19% 129
2020
Q3 		$8.19M Buy
49,123
+5,000
+11% +$728K 0.21% 125
2020
Q2 		$4.91M Buy
44,123
+10,945
+33% +$1.09M 0.14% 173
2020
Q1 		$3.1M Buy
33,178
+6,190
+23% +$641K 0.11% 198
2019
Q4 		$3.16M Buy
26,988
+2,698
+11% +$319K 0.09% 222
2019
Q3 		$2.91M Buy
24,290
+1,763
+8% +$202K 0.1% 215
2019
Q2 		$2.33M Sell
22,527
-781
-3% -$81.2K 0.09% 233
2019
Q1 		$2.6M Buy
23,308
+1,396
+6% +$148K 0.11% 193
2018
Q4 		$2.14M Sell
21,912
-2,478
-10% -$269K 0.1% 210
2018
Q3 		$2.85M Sell
24,390
-1,461
-6% -$172K 0.14% 167
2018
Q2 		$2.75M Buy
25,851
+10,972
+74% +$1.23M 0.16% 146
2018
Q1 		$1.56M Sell
14,879
-18,347
-55% -$2.12M 0.11% 204
2017
Q4 		$3.96M Sell
33,226
-14,550
-30% -$1.71M 0.3% 88
2017
Q3 		$5.74M Buy
47,776
+40,937
+599% +$4.65M 0.58% 38
2017
Q2 		$756K Buy
6,839
+5,219
+322% +$558K 0.08% 211
2017
Q1 		$173K Buy
1,620
+581
+56% +$63.5K 0.03% 343
2016
Q4 		$119K Buy
+1,039
New +$117K 0.05% 235

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

Steward Partners Investment Advisory's UPS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its United Parcel Service (UPS) stake by 5.8% in Q2 2026, buying an estimated $794K and bringing the position to 140,403 shares worth $15.1M. The position accounts for 0.08% of the portfolio, ranked #254.

Steward Partners Investment Advisory first reported a position in UPS in Q4 2016 and has held it in 39 quarters since. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Steward Partners Investment Advisory held 140,403 shares of United Parcel Service worth $15.1M as of Q2 2026.
  • Steward Partners Investment Advisory bought 7,641 United Parcel Service shares in Q2 2026, an estimated $794K.
  • United Parcel Service made up 0.08% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #254 holding.
  • Steward Partners Investment Advisory first reported a position in United Parcel Service in Q4 2016 and has held it in 39 quarters since.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.