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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
Q2 		$41M Buy
381,835
+19,086
+5% +$1.98M 0.13% 152
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 $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

Kestra Advisory Services's UPS Position: Q2 2026 in Review

Kestra Advisory Services increased its United Parcel Service (UPS) stake by 5.3% in Q2 2026, buying an estimated $1.98M and bringing the position to 381,835 shares worth $41M. The position accounts for 0.13% of the portfolio, ranked #152.

Kestra Advisory Services first reported a position in UPS in Q3 2020 and has held it in 24 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Kestra Advisory Services held 381,835 shares of United Parcel Service worth $41M as of Q2 2026.
  • Kestra Advisory Services bought 19,086 United Parcel Service shares in Q2 2026, an estimated $1.98M.
  • United Parcel Service made up 0.13% of Kestra Advisory Services's portfolio in Q2 2026, its #152 holding.
  • Kestra Advisory Services first reported a position in United Parcel Service in Q3 2020 and has held it in 24 quarters since.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.