KIG
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Kennedy Investment Group’s United Parcel Service UPS Stock Holding History

Kennedy Investment Group’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 		$405K Sell
3,764
-302
-7% -$31.4K 0.14% 106
2026
Q1 		$400K Sell
4,066
-186
-4% -$19.9K 0.16% 100
2025
Q4 		$422K Buy
4,252
+282
+7% +$26.4K 0.16% 100
2025
Q3 		$332K Buy
3,970
+220
+6% +$19.9K 0.13% 106
2025
Q2 		$379K Buy
3,750
+472
+14% +$46.4K 0.16% 106
2025
Q1 		$361K Buy
3,278
+173
+6% +$20.7K 0.17% 99
2024
Q4 		$391K Sell
3,105
-91
-3% -$12K 0.18% 94
2024
Q3 		$436K Sell
3,196
-13
-0.4% -$1.71K 0.2% 92
2024
Q2 		$439K Sell
3,209
-37
-1% -$5.3K 0.22% 88
2024
Q1 		$482K Buy
3,246
+80
+3% +$12.2K 0.26% 82
2023
Q4 		$498K Sell
3,166
-18
-0.6% -$2.72K 0.28% 82
2023
Q3 		$496K Buy
3,184
+28
+0.9% +$4.83K 0.3% 82
2023
Q2 		$566K Buy
3,156
+30
+1% +$5.33K 0.33% 74
2023
Q1 		$606K Sell
3,126
-34
-1% -$6.24K 0.37% 72
2022
Q4 		$549K Buy
+3,160
New +$547K 0.35% 71

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Kennedy Investment Group's UPS Position: Q2 2026 in Review

Kennedy Investment Group reduced its United Parcel Service (UPS) stake by 7.4% in Q2 2026, selling an estimated $31.4K and leaving 3,764 shares worth $405K. The position accounts for 0.14% of the portfolio, ranked #106.

Kennedy Investment Group first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. The position peaked at $606K in Q1 2023. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Kennedy Investment Group held 3,764 shares of United Parcel Service worth $405K as of Q2 2026.
  • Kennedy Investment Group sold 302 United Parcel Service shares in Q2 2026, an estimated $31.4K.
  • United Parcel Service made up 0.14% of Kennedy Investment Group's portfolio in Q2 2026, its #106 holding.
  • Kennedy Investment Group first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
  • Kennedy Investment Group's United Parcel Service position peaked at $606K in Q1 2023.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.