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Kesler Norman & Wride’s United Parcel Service UPS Stock Holding History

Kesler Norman & Wride’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 		$209K Buy
+1,949
New +$203K 0.03% 266
2026
Q1 		– Sell
-2,019
Closed -$200K – 251
2025
Q4 		$200K Sell
2,019
-28,100
-93% -$2.63M 0.03% 235
2025
Q3 		$3.8M Buy
30,119
+28,079
+1,376% +$2.54M 0.75% 47
2025
Q2 		$206K Sell
2,040
-27,717
-93% -$2.73M 0.04% 218
2025
Q1 		$3.27M Sell
29,757
-362
-1% -$43.3K 0.62% 52
2024
Q4 		$3.8M Buy
30,119
+989
+3% +$130K 0.82% 42
2024
Q3 		$3.97M Sell
29,130
-4,297
-13% -$564K 0.78% 43
2024
Q2 		$4.57M Sell
33,427
-1,826
-5% -$261K 0.97% 40
2024
Q1 		$5.24M Buy
35,253
+657
+2% +$99.9K 1.11% 35
2023
Q4 		$5.44M Sell
34,596
-1,958
-5% -$296K 1.25% 31
2023
Q3 		$5.7M Sell
36,554
-19
-0.1% -$3.28K 1.43% 25
2023
Q2 		$6.56M Buy
36,573
+712
+2% +$126K 1.59% 17
2023
Q1 		$6.96M Buy
35,861
+1,657
+5% +$304K 1.75% 12
2022
Q4 		$5.95M Buy
34,204
+3,908
+13% +$676K 1.53% 20
2022
Q3 		$4.89M Buy
30,296
+2,532
+9% +$479K 1.36% 17
2022
Q2 		$5.07M Buy
27,764
+791
+3% +$144K 1.41% 17
2022
Q1 		$5.79M Buy
26,973
+684
+3% +$145K 1.29% 27
2021
Q4 		$5.63M Buy
26,289
+716
+3% +$146K 1.19% 28
2021
Q3 		$4.66M Buy
25,573
+243
+1% +$48K 1.1% 31
2021
Q2 		$4.85M Buy
25,330
+434
+2% +$86.8K 1.12% 29
2021
Q1 		$4.23M Sell
24,896
-949
-4% -$154K 1.05% 33
2020
Q4 		$4.35M Buy
+25,845
New +$4.36M 1.21% 27

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Kesler Norman & Wride's UPS Position: Q2 2026 in Review

Kesler Norman & Wride opened a new position in United Parcel Service (UPS) in Q2 2026: 1,949 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #266 among its holdings. This is a return to the name: Kesler Norman & Wride previously reported a position in UPS as recently as Q4 2025.

Kesler Norman & Wride first reported a position in UPS in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.96M in Q1 2023. 829 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Kesler Norman & Wride held 1,949 shares of United Parcel Service worth $209K as of Q2 2026.
  • United Parcel Service was a new Kesler Norman & Wride position in Q2 2026.
  • United Parcel Service made up 0.03% of Kesler Norman & Wride's portfolio in Q2 2026, its #266 holding.
  • Kesler Norman & Wride first reported a position in United Parcel Service in Q4 2020 and has held it in 22 quarters since.
  • Kesler Norman & Wride's United Parcel Service position peaked at $6.96M in Q1 2023.
  • 829 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.