Kelsey Financial’s United Parcel Service UPS Stock Holding History

Kelsey Financial’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	–	Sell	-2,221	Closed	-$220K	–	67
2025 Q4	$220K	Buy	+2,221	New	+$208K	0.19%	53

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kelsey Financial's UPS Position: Q1 2026 in Review

Kelsey Financial sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 2,221 shares — an estimated $220K sold.

Kelsey Financial first reported a position in UPS in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 2,109 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Kelsey Financial reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
Kelsey Financial sold 2,221 United Parcel Service shares in Q1 2026, an estimated $220K.
Kelsey Financial first reported a position in United Parcel Service in Q4 2025 and held it in 1 quarter.
Kelsey Financial's United Parcel Service position peaked at $220K in Q4 2025.
2,109 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Kelsey Financial's 13F filing for Q1 2026, filed 6 May 2026.