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 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	-24,706	Closed	-$2.62M	–	964
2025 Q2	$2.62M	Buy	24,706 +10,972	+80%	+$1.08M	0.04%	149
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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kestra Investment Management's UPS Position: Q1 2026 in Review

Kestra Investment Management increased its United Parcel Service (UPS) stake by 1,085% in Q1 2026, buying an estimated $2.57M and bringing the position to 26,171 shares worth $2.57M. The position accounts for 0.04% of the portfolio, ranked #114.

Kestra Investment Management first reported a position in UPS in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.62M in Q2 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Kestra Investment Management held 26,171 shares of United Parcel Service worth $2.57M as of Q1 2026.
Kestra Investment Management bought 23,962 United Parcel Service shares in Q1 2026, an estimated $2.57M.
United Parcel Service made up 0.04% of Kestra Investment Management's portfolio in Q1 2026, its #114 holding.
Kestra Investment Management first reported a position in United Parcel Service in Q3 2024 and has held it in 6 quarters since.
Kestra Investment Management's United Parcel Service position peaked at $2.62M in Q2 2025.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.