KAS
UPS icon

Kestra Advisory Services’s United Parcel Service UPS Stock Holding History

Kestra Advisory Services’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
Q1 		$35.7M Buy
362,749
+36,017
+11% +$3.86M 0.14% 150
2025
Q4 		$32.4M Buy
326,732
+23,734
+8% +$2.22M 0.13% 141
2025
Q3 		$25.3M Buy
302,998
+73,291
+32% +$6.64M 0.12% 177
2025
Q2 		$23.2M Buy
229,707
+84,967
+59% +$8.36M 0.11% 168
2025
Q1 		$15.9M Sell
144,740
-12,599
-8% -$1.51M 0.08% 233
2024
Q4 		$19.8M Sell
157,339
-18,257
-10% -$2.4M 0.11% 184
2024
Q3 		$23.9M Buy
175,596
+5,044
+3% +$662K 0.13% 155
2024
Q2 		$20.9M Buy
170,552
+44,567
+35% +$6.38M 0.12% 184
2024
Q1 		$18.7M Buy
125,985
+22,612
+22% +$3.44M 0.13% 159
2023
Q4 		$16.3M Buy
103,373
+125
+0.1% +$18.9K 0.13% 156
2023
Q3 		$16.1M Sell
103,248
-22,068
-18% -$3.81M 0.16% 131
2023
Q2 		$22.5M Buy
125,316
+13,370
+12% +$2.37M 0.22% 97
2023
Q1 		$21.7M Sell
111,946
-17,289
-13% -$3.17M 0.24% 92
2022
Q4 		$22.5M Sell
129,235
-22,157
-15% -$3.84M 0.2% 111
2022
Q3 		$24.5M Buy
151,392
+9,359
+7% +$1.77M 0.26% 84
2022
Q2 		$25.9M Buy
142,033
+40,399
+40% +$7.37M 0.27% 76
2022
Q1 		$21.8M Sell
101,634
-6,949
-6% -$1.48M 0.23% 88
2021
Q4 		$23.3M Buy
108,583
+18,588
+21% +$3.78M 0.24% 90
2021
Q3 		$16.4M Sell
89,995
-7,413
-8% -$1.46M 0.16% 142
2021
Q2 		$20.3M Sell
97,408
-5,444
-5% -$1.09M 0.23% 98
2021
Q1 		$17.5M Sell
102,852
-21,362
-17% -$3.46M 0.22% 108
2020
Q4 		$20.6M Buy
124,214
+44,678
+56% +$7.54M 0.24% 94
2020
Q3 		$13.4M Buy
+79,536
New +$11.6M 0.25% 96

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kestra Advisory Services's UPS Position: Q1 2026 in Review

Kestra Advisory Services increased its United Parcel Service (UPS) stake by 11% in Q1 2026, buying an estimated $3.86M and bringing the position to 362,749 shares worth $35.7M. The position accounts for 0.14% of the portfolio, ranked #150.

Kestra Advisory Services first reported a position in UPS in Q3 2020 and has held it in 23 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Kestra Advisory Services held 362,749 shares of United Parcel Service worth $35.7M as of Q1 2026.
  • Kestra Advisory Services bought 36,017 United Parcel Service shares in Q1 2026, an estimated $3.86M.
  • United Parcel Service made up 0.14% of Kestra Advisory Services's portfolio in Q1 2026, its #150 holding.
  • Kestra Advisory Services first reported a position in United Parcel Service in Q3 2020 and has held it in 23 quarters since.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.