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UPS icon

Kercheville Advisors’s United Parcel Service UPS Stock Holding History

Kercheville 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 		$665K Buy
6,188
+568
+10% +$59K 0.2% 65
2026
Q1 		$553K Buy
5,620
+180
+3% +$19.3K 0.18% 63
2025
Q4 		$595K Buy
5,440
+849
+18% +$79.4K 0.16% 71
2025
Q3 		$384K Buy
4,591
+1,295
+39% +$117K 0.12% 76
2025
Q2 		$333K Buy
3,296
+609
+23% +$59.9K 0.11% 79
2025
Q1 		$296K Buy
2,687
+1,100
+69% +$132K 0.12% 71
2024
Q4 		$200K Buy
1,587
+50
+3% +$6.58K 0.08% 83
2024
Q3 		$210K Hold
1,537
– – 0.09% 76
2024
Q2 		$210K Hold
1,537
– – 0.09% 73
2024
Q1 		$228K Hold
1,537
– – 0.11% 73
2023
Q4 		$242K Hold
1,537
– – 0.14% 65
2023
Q3 		$240K Hold
1,537
– – 0.15% 59
2023
Q2 		$275K Sell
1,537
-64
-4% -$11.4K 0.17% 61
2023
Q1 		$311K Hold
1,601
– – 0.21% 51
2022
Q4 		$278K Hold
1,601
– – 0.19% 55
2022
Q3 		$259K Hold
1,601
– – 0.26% 57
2022
Q2 		$292K Hold
1,601
– – 0.19% 65
2022
Q1 		$343K Hold
1,601
– – 0.16% 78
2021
Q4 		$343K Sell
1,601
-100
-6% -$20.3K 0.15% 87
2021
Q3 		$310K Hold
1,701
– – 0.15% 82
2021
Q2 		$354K Sell
1,701
-100
-6% -$20K 0.16% 84
2021
Q1 		$306K Hold
1,801
– – 0.15% 91
2020
Q4 		$303K Buy
+1,801
New +$304K 0.16% 83

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

Kercheville Advisors's UPS Position: Q2 2026 in Review

Kercheville Advisors increased its United Parcel Service (UPS) stake by 10% in Q2 2026, buying an estimated $59K and bringing the position to 6,188 shares worth $665K. The position accounts for 0.2% of the portfolio, ranked #65.

Kercheville Advisors first reported a position in UPS in Q4 2020 and has held it in 23 quarters since. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Kercheville Advisors held 6,188 shares of United Parcel Service worth $665K as of Q2 2026.
  • Kercheville Advisors bought 568 United Parcel Service shares in Q2 2026, an estimated $59K.
  • United Parcel Service made up 0.2% of Kercheville Advisors's portfolio in Q2 2026, its #65 holding.
  • Kercheville Advisors first reported a position in United Parcel Service in Q4 2020 and has held it in 23 quarters since.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Kercheville Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.