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Keebeck Wealth Management’s United Parcel Service UPS Stock Holding History

Keebeck Wealth 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
Q2 		$230K Buy
+2,144
New +$223K 0.02% 438
2020
Q3 		– Sell
-481
Closed -$53K – 349
2020
Q2 		$53K Buy
+481
New +$48K 0.02% 212
2020
Q1 		– Sell
-481
Closed -$56K – 318
2019
Q4 		$56K Buy
+481
New +$56.9K 0.02% 212

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Keebeck Wealth Management's UPS Position: Q2 2026 in Review

Keebeck Wealth Management opened a new position in United Parcel Service (UPS) in Q2 2026: 2,144 shares worth $230K. The stake represents 0.02% of the portfolio and ranks #438 among its holdings. This is a return to the name: Keebeck Wealth Management previously reported a position in UPS as recently as Q2 2020.

Keebeck Wealth Management first reported a position in UPS in Q4 2019 and has held it in 3 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Keebeck Wealth Management held 2,144 shares of United Parcel Service worth $230K as of Q2 2026.
  • United Parcel Service was a new Keebeck Wealth Management position in Q2 2026.
  • United Parcel Service made up 0.02% of Keebeck Wealth Management's portfolio in Q2 2026, its #438 holding.
  • Keebeck Wealth Management first reported a position in United Parcel Service in Q4 2019 and has held it in 3 quarters since.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.