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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.62M Buy
24,706
+10,972
+80% +$1.16M 0.04% 149
2025
Q1 		$1.51M Buy
13,734
+4,174
+44% +$459K 0.05% 121
2024
Q4 		$1.21M Buy
9,560
+2,534
+36% +$320K 0.05% 121
2024
Q3 		$958K Buy
+7,026
New +$958K 0.04% 127