KIM
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Kestra Investment Management’s United Parcel Service UPS Stock Holding History

Kestra Investment Management’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 		$3.38M Buy
31,426
+5,255
+20% +$546K 0.07% 100
2026
Q1 		$2.57M Buy
26,171
+23,962
+1,085% +$2.57M 0.04% 114
2025
Q4 		$219K Buy
+2,209
New +$207K 0.01% 410
2025
Q3 		– Sell
-10,972
Closed -$1.11M – 733
2025
Q2 		$1.11M Sell
10,972
-2,762
-20% -$272K 0.03% 175
2025
Q1 		$1.51M Buy
13,734
+4,174
+44% +$499K 0.05% 121
2024
Q4 		$1.21M Buy
9,560
+2,534
+36% +$334K 0.05% 121
2024
Q3 		$958K Buy
+7,026
New +$922K 0.04% 127

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 Investment Management's UPS Position: Q2 2026 in Review

Kestra Investment Management increased its United Parcel Service (UPS) stake by 20% in Q2 2026, buying an estimated $546K and bringing the position to 31,426 shares worth $3.38M. The position accounts for 0.07% of the portfolio, ranked #100.

Kestra Investment Management first reported a position in UPS in Q3 2024 and has held it in 7 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Kestra Investment Management held 31,426 shares of United Parcel Service worth $3.38M as of Q2 2026.
  • Kestra Investment Management bought 5,255 United Parcel Service shares in Q2 2026, an estimated $546K.
  • United Parcel Service made up 0.07% of Kestra Investment Management's portfolio in Q2 2026, its #100 holding.
  • Kestra Investment Management first reported a position in United Parcel Service in Q3 2024 and has held it in 7 quarters since.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.