Kessler Investment Group’s United Parcel Service UPS Stock Holding History

Kessler 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	$4.43M	Buy	+41,202	New	+$4.28M	1.89%	19
2017 Q3	–	Sell	-67	Closed	-$7K	–	106
2017 Q2	$7K	Hold	67	–	–	0.01%	73
2017 Q1	$7K	Hold	67	–	–	0.01%	82
2016 Q4	$8K	Hold	67	–	–	0.01%	78
2016 Q3	$7K	Hold	67	–	–	0.01%	73
2016 Q2	$7K	Hold	67	–	–	0.01%	78
2016 Q1	$7K	Hold	67	–	–	0.01%	79
2015 Q4	$6K	Hold	67	–	–	0.01%	84
2015 Q3	$7K	Sell	67 -31	-32%	-$3.06K	0.01%	74
2015 Q2	$9K	Hold	98	–	–	0.01%	85
2015 Q1	$10K	Hold	98	–	–	0.02%	79
2014 Q4	$11K	Hold	98	–	–	0.02%	88
2014 Q3	$10K	Hold	98	–	–	0.02%	90
2014 Q2	$10K	Hold	98	–	–	0.02%	85
2014 Q1	$10K	Hold	98	–	–	0.02%	77
2013 Q4	$10K	Buy	+98	New	+$9.65K	0.02%	86
2013 Q3	–	Sell	-98	Closed	-$8K	–	181
2013 Q2	$8K	Buy	+98	New	+$8.41K	0.02%	63

Other funds holding UPS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Kessler Investment Group opened a new position in United Parcel Service (UPS) in Q2 2026: 41,202 shares worth $4.43M. The stake represents 1.89% of the portfolio and ranks #19 among its holdings. This is a return to the name: Kessler Investment Group previously reported a position in UPS as recently as Q2 2017.

Kessler Investment Group first reported a position in UPS in Q2 2013 and has held it in 17 quarters since. 369 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Kessler Investment Group held 41,202 shares of United Parcel Service worth $4.43M as of Q2 2026.
United Parcel Service was a new Kessler Investment Group position in Q2 2026.
United Parcel Service made up 1.89% of Kessler Investment Group's portfolio in Q2 2026, its #19 holding.
Kessler Investment Group first reported a position in United Parcel Service in Q2 2013 and has held it in 17 quarters since.
369 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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