Kayne Anderson Rudnick Investment Management
UPS icon

Kayne Anderson Rudnick Investment Management’s United Parcel Service UPS Stock Holding History

Kayne Anderson Rudnick Investment Management’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.25K Sell
94
-2,936
-97% -$315K ﹤0.01% 693
2025
Q4 		$301K Sell
3,030
-2,326
-43% -$218K ﹤0.01% 482
2025
Q3 		$447K Sell
5,356
-2,240
-29% -$203K ﹤0.01% 449
2025
Q2 		$767K Sell
7,596
-2,128
-22% -$209K ﹤0.01% 402
2025
Q1 		$1.07M Sell
9,724
-57,353
-86% -$6.86M ﹤0.01% 379
2024
Q4 		$8.46M Sell
67,077
-6,649
-9% -$875K 0.02% 243
2024
Q3 		$10.1M Buy
73,726
+22,044
+43% +$2.89M 0.02% 236
2024
Q2 		$7.07M Sell
51,682
-19,871
-28% -$2.85M 0.02% 262
2024
Q1 		$10.6M Sell
71,553
-3,845
-5% -$584K 0.02% 246
2023
Q4 		$11.9M Sell
75,398
-3,257
-4% -$492K 0.03% 244
2023
Q3 		$12.3M Sell
78,655
-31,694
-29% -$5.47M 0.04% 236
2023
Q2 		$19.8M Buy
110,349
+967
+0.9% +$172K 0.06% 197
2023
Q1 		$21.2M Buy
109,382
+39,838
+57% +$7.31M 0.06% 188
2022
Q4 		$12.1M Buy
69,544
+2,173
+3% +$376K 0.04% 242
2022
Q3 		$10.9M Buy
67,371
+9,134
+16% +$1.73M 0.04% 239
2022
Q2 		$10.6M Buy
58,237
+3,006
+5% +$548K 0.03% 241
2022
Q1 		$11.8M Buy
55,231
+8,024
+17% +$1.7M 0.03% 237
2021
Q4 		$10.1M Buy
47,207
+1,474
+3% +$300K 0.02% 243
2021
Q3 		$8.33M Buy
45,733
+25,913
+131% +$5.11M 0.02% 242
2021
Q2 		$4.12M Buy
19,820
+785
+4% +$157K 0.01% 276
2021
Q1 		$3.24M Buy
19,035
+309
+2% +$50K 0.01% 282
2020
Q4 		$3.15M Sell
18,726
-4,297
-19% -$725K 0.01% 274
2020
Q3 		$3.84M Sell
23,023
-2,054
-8% -$299K 0.01% 254
2020
Q2 		$2.79M Buy
25,077
+5,388
+27% +$538K 0.01% 256
2020
Q1 		$1.84M Buy
19,689
+5,527
+39% +$573K 0.01% 264
2019
Q4 		$1.66M Buy
14,162
+6,635
+88% +$785K 0.01% 283
2019
Q3 		$902K Buy
7,527
+3,468
+85% +$397K ﹤0.01% 303
2019
Q2 		$419K Buy
4,059
+2,068
+104% +$215K ﹤0.01% 323
2019
Q1 		$222K Buy
+1,991
New +$211K ﹤0.01% 330

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's UPS Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its United Parcel Service (UPS) stake by 97% in Q1 2026, selling an estimated $315K and leaving 94 shares worth $9.25K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Kayne Anderson Rudnick Investment Management first reported a position in UPS in Q1 2019 and has held it in 29 quarters since. The position peaked at $21.2M in Q1 2023. 2,103 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 94 shares of United Parcel Service worth $9.25K as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management sold 2,936 United Parcel Service shares in Q1 2026, an estimated $315K.
  • United Parcel Service made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #693 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in United Parcel Service in Q1 2019 and has held it in 29 quarters since.
  • Kayne Anderson Rudnick Investment Management's United Parcel Service position peaked at $21.2M in Q1 2023.
  • 2,103 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.