STONERIDGE INVESTMENT PARTNERS LLC UPS — UNITED PARCEL SERVICE CL B COM

Ownership history in STONERIDGE INVESTMENT PARTNERS LLC  ·  37 quarters on record

AI Ownership Summary

STONERIDGE INVESTMENT PARTNERS LLC reported UNITED PARCEL SERVICE CL B COM (UPS) in 37 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.96% in 2026 Q1. The latest visible filing shows UPS at 0.96% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UPS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STONERIDGE INVESTMENT PARTNERS LLC's position in UNITED PARCEL SERVICE CL B COM, 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 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.96% 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
2024 Q1 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 STONERIDGE INVESTMENT PARTNERS LLC fund profile STONERIDGE INVESTMENT PARTNERS LLC full holdings
How STONERIDGE INVESTMENT PARTNERS LLC held UPS — position size vs. price
% of Fund (quarterly)    UPS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 13,482 +8,433 +167.0% 0.96% $1K 2026-05-06 $98.23
2025 Q4 REDUCED — — — 5,049 -207 -3.9% 0.35% $501K 2026-02-05 $113.04
2025 Q3 UNCHANGED — — — 5,256 — 0% 0.30% $439K 2025-10-31 $91.92
2025 Q2 UNCHANGED — — — 5,256 — 0% 0.40% $531K 2025-08-11 $80.76
2025 Q1 REDUCED 60.0% -6.7% ✅ 5,256 -7,884 -60.0% 0.49% $578K 2025-05-14 $91.73
2024 Q4 REDUCED — — — 13,140 -100 -0.8% 0.59% $1.7M 2025-01-28 $122.90
2024 Q3 REDUCED — — — 13,240 -84 -0.6% 0.67% $1.8M 2024-10-30 $119.95
2024 Q2 REDUCED — — — 13,324 -550 -4.0% 0.69% $1.8M 2024-08-08 $111.72
2024 Q1 REDUCED — — — 13,874 -200 -1.4% 0.78% $2.1M 2024-05-06 $128.41
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UPS

As of 2026 Q2 — sorted by position size

Mayar Capital Ltd. 3Y 10.04% Clark & Stuart, Inc 5.77% Mountain Hill Investment Partners Corp. 5.33% Maj Invest Holding A/S 3Y 7Y 4.74% SOUTHERN CAPITAL ADVISORS, LLC 3Y 4.11% Accredited Investors Inc. 3Y 7Y 3.64% Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 3.07% Nexus Investment Management ULC 3Y 7Y 2.99% Palouse Capital Management, Inc. 3Y 7Y 2.45% MFG WEALTH MANAGEMENT, INC. 2.43%

FAQ About STONERIDGE INVESTMENT 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 STONERIDGE INVESTMENT PARTNERS LLC reported owning UPS?

STONERIDGE INVESTMENT PARTNERS LLC reported UPS across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported UPS position in STONERIDGE INVESTMENT PARTNERS LLC's portfolio?

The largest reported portfolio weight for UPS was 0.96% in 2026 Q1.

What is the latest reported UPS position on this page?

The most recent filing on this page is 2026 Q1, when STONERIDGE INVESTMENT PARTNERS LLC reported 13,482 shares, equal to 0.96% of portfolio, with an estimated market value of $1K.

What does the chart on this UPS ownership page compare?

The chart compares STONERIDGE INVESTMENT 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 STONERIDGE INVESTMENT PARTNERS LLC time their UPS position?

Based on 13F filing dates vs. subsequent UPS price moves, STONERIDGE INVESTMENT PARTNERS LLC correctly timed 15 out of 32 reported position changes (47%). The annualised alpha on UPS relative to SPY over the holding period was -12.5%.

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