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Livermore
Livermore
ZHEN

Gladstone Institutional Advisory LLC

SEC CIK
0001766530
Latest filing
Jul 27, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Gladstone Institutional Advisory LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPS overviewAll 13F holders of UPSFull Q2 2026 holdings

Shares (Q2 2026)
30,385
Value
$3.27M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of UPS by Gladstone Institutional Advisory LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,385$3.27M0.1%+375+1.2%AddedHolders
Q1 202630,010$2.95M0.1%−371−1.2%ReducedHolders
Q4 202530,381$3.01M0.1%−1,740−5.4%ReducedHolders
Q3 202532,121$2.68M0.1%−140.0%ReducedHolders
Q2 202532,135$3.24M0.1%+26,908+514.8%AddedHolders
Q1 20255,227$575.0K<0.1%−87−1.6%ReducedHolders
Q4 20245,314$670.1K<0.1%+315+6.3%AddedHolders
Q3 20244,999$681.6K<0.1%−433−8.0%ReducedHolders
Q2 20245,432$743.4K<0.1%−359−6.2%ReducedHolders
Q1 20245,791$860.7K<0.1%−5,520−48.8%ReducedHolders
Q4 202311,311$1.78M0.1%−4,893−30.2%ReducedHolders
Q3 202316,204$2.53M0.2%−1,269−7.3%ReducedHolders
Q2 202317,473$3.13M0.2%−7,628−30.4%ReducedHolders
Q1 202325,101$4.87M0.3%−2,042−7.5%ReducedHolders
Q4 202227,143$4.72M0.3%−1,227−4.3%ReducedHolders
Q3 202228,370$4.58M0.4%+1,510+5.6%AddedHolders
Q2 202226,860$4.90M0.4%+2,182+8.8%AddedHolders
Q1 202224,678$5.29M0.4%+11,623+89.0%AddedHolders
Q4 202113,055$2.80M0.2%−279−2.1%ReducedHolders
Q3 202113,334$2.43M0.2%−1,400−9.5%ReducedHolders
Q2 202114,734$3.06M0.4%+6,739+84.3%AddedHolders
Q1 20217,995$1.36M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.