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Stack Financial Management, Inc → UPS
Stack Financial Management, Inc UPS Position History
United Parcel Service, Inc. • Industrials
Quarters held
4
Latest value
$20.4M
Q3 2026
Peak value
$23.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $13.8M |
| Q1 2026 | $21.6M |
| Q2 2026 | $23.8M |
| Q3 2026 | $20.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.4M | 218.8K | — | — |
| Q2 2026 | $23.8M | 221.5K | — | — |
| Q1 2026 | $21.6M | 219.2K | — | — |
| Q4 2025 | $13.8M | 139.1K | — | — |