KFAS
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Keating Financial Advisory Services’s United Parcel Service UPS Stock Holding History

Keating Financial Advisory Services’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 		$40.2K Sell
409
-17
-4% -$1.82K 0.01% 675
2025
Q4 		$42.3K Buy
+426
New +$39.8K 0.01% 689

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $156B AUM 27.51% 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

Keating Financial Advisory Services's UPS Position: Q1 2026 in Review

Keating Financial Advisory Services reduced its United Parcel Service (UPS) stake by 4% in Q1 2026, selling an estimated $1.82K and leaving 409 shares worth $40.2K. The position accounts for 0.01% of the portfolio, ranked #675.

Keating Financial Advisory Services first reported a position in UPS in Q4 2025 and has held it in 2 quarters since. The position peaked at $42.3K in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Keating Financial Advisory Services held 409 shares of United Parcel Service worth $40.2K as of Q1 2026.
  • Keating Financial Advisory Services sold 17 United Parcel Service shares in Q1 2026, an estimated $1.82K.
  • United Parcel Service made up 0.01% of Keating Financial Advisory Services's portfolio in Q1 2026, its #675 holding.
  • Keating Financial Advisory Services first reported a position in United Parcel Service in Q4 2025 and has held it in 2 quarters since.
  • Keating Financial Advisory Services's United Parcel Service position peaked at $42.3K in Q4 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.