Stablepoint Partners, LLC UPS β€” UNITED PARCEL SERVICE INC

Ownership history in Stablepoint Partners, LLC  Β·  4 quarters on record

AI Ownership Summary

Stablepoint Partners, LLC reported UNITED PARCEL SERVICE INC (UPS) in 4 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.6% in 2026 Q1. The latest visible filing shows UPS at 0.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UPS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stablepoint Partners, LLC's position in UNITED PARCEL SERVICE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UPS was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UPS stock page Stablepoint Partners, LLC fund profile Stablepoint Partners, LLC full holdings
How Stablepoint Partners, LLC held UPS β€” position size vs. price
% of Fund (quarterly)    UPS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 40,979 +39,281 +2313.4% 0.60% $4.0M 2026-04-30 $108.80
2024 Q2 REDUCED 55.7% +0.9% ❌ 1,698 -2,137 -55.7% 0.04% $218K 2024-08-02 $115.27
2024 Q1 ADDED β€” β€” β€” 3,835 +479 +14.3% 0.12% $570K 2024-04-23 $132.53
2023 Q4 INITIATED β€” β€” β€” 3,356 β€” β€” 0.14% $528K 2024-02-12 $129.81

🏒 Other funds also holding UPS

As of 2026 Q1 β€” sorted by position size

SPIREPOINT PRIVATE CLIENT, LLC 9.6% OAKLAND FINANCIAL CORP 6.6% Spurstone Advisory Services, LLC 6.22% Clark & Stuart, Inc 5.51% Mountain Hill Investment Partners Corp. 4.77% Maj Invest Holding A/S 3Y 7Y 4.75% SOUTHERN CAPITAL ADVISORS, LLC 3Y 4.25% Accredited Investors Inc. 3Y 7Y 4.15% Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 3.11% EQUITY INVESTMENT CORP 3Y 7Y 3.1%

FAQ About Stablepoint Partners, LLC and UPS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stablepoint Partners, LLC reported owning UPS?

Stablepoint Partners, LLC reported UPS across 4 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UPS position in Stablepoint Partners, LLC's portfolio?

The largest reported portfolio weight for UPS was 0.60% in 2026 Q1.

What is the latest reported UPS position on this page?

The most recent filing on this page is 2026 Q1, when Stablepoint Partners, LLC reported 40,979 shares, equal to 0.60% of portfolio, with an estimated market value of $4.0M.

What does the chart on this UPS ownership page compare?

The chart compares Stablepoint Partners, LLC's quarterly UPS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Stablepoint Partners, LLC time their UPS position?

Based on 13F filing dates vs. subsequent UPS price moves, Stablepoint Partners, LLC correctly timed 2 out of 3 reported position changes (67%).

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