Kerr Financial Planning’s United Parcel Service UPS Stock Holding History

Kerr Financial Planning’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
2025 Q4	–	Sell	-7	Closed	-$665	–	560
2025 Q3	$665	Buy	+7	New	+$634	﹤0.01%	520

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Kerr Financial Planning's UPS Position: Q4 2025 in Review

Kerr Financial Planning sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 7 shares — an estimated $665 sold.

Kerr Financial Planning first reported a position in UPS in Q3 2025 and held it in 1 quarter. The position peaked at $665 in Q3 2025. 2,119 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Kerr Financial Planning reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
Kerr Financial Planning sold 7 United Parcel Service shares in Q4 2025, an estimated $665.
Kerr Financial Planning first reported a position in United Parcel Service in Q3 2025 and held it in 1 quarter.
Kerr Financial Planning's United Parcel Service position peaked at $665 in Q3 2025.
2,119 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.