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Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in UNITED PARCEL SERVICE-CL B

NewEdge Advisors, LLC holds 281,884 shares of UPS (UNITED PARCEL SERVICE-CL B), worth $30.3M as of 2026-Q2. The position was increased (+18.6% shares). UPS represents 0.1% of NewEdge Advisors, LLC's portfolio.

Current Value

$30.3M

Current Shares

281,884

Total Value Change

+$17.5M

Total Shares Change

+188,306

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
281,884
+18.6%
$30.3M0.1%$107.50
34
2026-Q1
Decreased
237,591
-1.4%
$23.4M0.1%$113.23
0
2025-Q4
Increased
240,942
+35.5%
$23.9M0.1%$99.64
37
2025-Q3
Increased
177,884
+47.3%
$14.9M0.1%$83.06
38
2025-Q2
Increased
120,753
+31.3%
$12.2M0.1%$97.61
35
2025-Q1
Decreased
91,951
-0.2%
$10.1M0.1%$104.08
0
2024-Q4
Decreased
92,100
-1.6%
$11.6M0.1%$117.26
0
2024-Q3
Decreased
93,578
-9.2%
$12.8M0.1%$124.10
0

Other major holders of UPS: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, VANGUARD GROUP INC, BlackRock Finance, Inc.

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