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Kelleher Financial Advisors’s United Parcel Service UPS Stock Holding History

Kelleher Financial Advisors’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 		$5.16K Hold
48
– – ﹤0.01% 664
2026
Q1 		$4.84K Hold
48
– – ﹤0.01% 594
2025
Q4 		$4.76K Hold
48
– – ﹤0.01% 627
2025
Q3 		$4.01K Buy
+48
New +$4.35K ﹤0.01% 560
2016
Q2 		– Sell
-122
Closed -$12K – 204
2016
Q1 		$12K Buy
+122
New +$11.9K 0.01% 194

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 $3.37T AUM 44.26% 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

Kelleher Financial Advisors's UPS Position: Q2 2026 in Review

Kelleher Financial Advisors held its United Parcel Service (UPS) position steady in Q2 2026 at 48 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Kelleher Financial Advisors first reported a position in UPS in Q1 2016 and has held it in 5 quarters since. The position peaked at $12K in Q1 2016. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Kelleher Financial Advisors held 48 shares of United Parcel Service worth $5.16K as of Q2 2026.
  • Kelleher Financial Advisors left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #664 holding.
  • Kelleher Financial Advisors first reported a position in United Parcel Service in Q1 2016 and has held it in 5 quarters since.
  • Kelleher Financial Advisors's United Parcel Service position peaked at $12K in Q1 2016.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.