Question 1

How many shares of UPS does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 140,403 shares of UPS (UNITED PARCEL SERVICE-CL B).

Question 2

What is Steward Partners Investment Advisory, LLC's UPS position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's UPS position is worth $15.1M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling UPS?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their UPS position (+5.8% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy UPS?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in UPS in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	140,403	+5.8%	$15.1M	0.1%	$107.50	30
2026-Q1	Increased	132,762	+26.1%	$13.1M	0.1%	$113.23	35
2025-Q4	Increased	105,266	+12.8%	$10.4M	0.1%	$99.64	31
2025-Q3	Increased	93,338	+50.4%	$7.8M	0.0%	$83.06	38
2025-Q2	Decreased	62,078	-14.0%	$6.3M	0.0%	$97.61	0
2025-Q1	Increased	72,174	+2.5%	$7.9M	0.1%	$104.08	28
2024-Q4	Increased	70,388	+3.4%	$8.9M	0.1%	$117.26	29
2024-Q3	Increased	68,073	+19.6%	$9.3M	0.1%	$124.10	33
2024-Q2	Decreased	56,900	-12.2%	$7.8M	0.1%	$124.90	0
2024-Q1	Decreased	64,811	-1.9%	$9.6M	0.1%	$134.16	0
2023-Q4	Increased	66,067	+0.6%	$10.4M	0.1%	$140.35	33
2023-Q3	Increased	65,692	+1.8%	$10.2M	0.2%	$137.52	34
2023-Q2	Increased	64,540	+3.6%	$11.6M	0.2%	$153.93	35
2023-Q1	Increased	62,282	+0.7%	$12.1M	0.2%	$165.49	33
2022-Q4	Increased	61,857	+0.3%	$10.8M	0.2%	$149.24	33
2022-Q3	Decreased	61,679	-0.4%	$10M	0.2%	$140.61	0
2022-Q2	Decreased	61,951	-4.8%	$11.3M	0.2%	$152.91	0
2022-Q1	Decreased	65,088	-6.5%	$14M	0.2%	$184.31	0
2021-Q4	Increased	69,616	+8.3%	$14.9M	0.2%	$177.75	36
2021-Q3	Increased	64,276	+5.2%	$11.7M	0.2%	$152.76	35
2021-Q2	Decreased	61,093	-56.8%	$12.7M	0.2%	$170.77	0
2021-Q1	Increased	141,280	+177.9%	$12B	0.2%	$138.06	62
2020-Q4	Increased	50,830	+3.5%	$8.6M	0.2%	$135.23	34
2020-Q3	Increased	49,123	+11.3%	$8.2M	0.2%	$136.24	37
2020-Q2	Increased	44,123	+33.0%	$4.9M	0.1%	$87.96	41
2020-Q1	Increased	33,178	+22.9%	$3.1M	0.1%	$77.79	38
2019-Q4	Increased	26,988	+11.1%	$3.2M	0.1%	$91.67	29
2019-Q3	Increased	24,290	+7.8%	$2.9M	0.1%	$92.92	28
2019-Q2	Decreased	22,527	-3.4%	$2.3M	0.1%	$80.00	0
2019-Q1	New	23,308	-	$2.6M	0.1%	$85.74	43

UPS30 quarters

UPS
30 quarters