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Kestra Private Wealth Services’s United Parcel Service UPS Stock Holding History

Kestra Private Wealth 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 		$5.28M Buy
49,130
+5,883
+14% +$612K 0.06% 323
2026
Q1 		$4.25M Sell
43,247
-4,890
-10% -$524K 0.05% 360
2025
Q4 		$4.77M Sell
48,137
-11,895
-20% -$1.11M 0.06% 320
2025
Q3 		$5.01M Buy
60,032
+4,703
+9% +$426K 0.07% 301
2025
Q2 		$5.58M Sell
55,329
-2,179
-4% -$214K 0.08% 256
2025
Q1 		$6.33M Sell
57,508
-21,344
-27% -$2.55M 0.11% 216
2024
Q4 		$9.94M Buy
78,852
+6,943
+10% +$914K 0.17% 135
2024
Q3 		$9.8M Sell
71,909
-4,407
-6% -$579K 0.18% 131
2024
Q2 		$10.4M Sell
76,316
-5,642
-7% -$808K 0.21% 111
2024
Q1 		$12.2M Buy
81,958
+1,671
+2% +$254K 0.27% 86
2023
Q4 		$12.6M Sell
80,287
-1,806
-2% -$273K 0.32% 76
2023
Q3 		$12.8M Buy
82,093
+7,917
+11% +$1.37M 0.4% 54
2023
Q2 		$13.3M Buy
74,176
+4,614
+7% +$819K 0.46% 46
2023
Q1 		$13.5M Buy
69,562
+9,251
+15% +$1.7M 0.54% 37
2022
Q4 		$10.5M Buy
60,311
+5,164
+9% +$894K 0.53% 37
2022
Q3 		$8.91M Buy
55,147
+3,269
+6% +$619K 0.52% 39
2022
Q2 		$9.47M Buy
51,878
+7,389
+17% +$1.35M 0.54% 34
2022
Q1 		$9.54M Sell
44,489
-1,795
-4% -$381K 0.47% 39
2021
Q4 		$9.92M Sell
46,284
-288
-0.6% -$58.6K 0.47% 38
2021
Q3 		$8.48M Buy
46,572
+4,655
+11% +$919K 0.47% 37
2021
Q2 		$8.72M Buy
41,917
+4,611
+12% +$923K 0.53% 29
2021
Q1 		$6.34M Sell
37,306
-3,274
-8% -$530K 0.44% 48
2020
Q4 		$6.75M Buy
40,580
+4,144
+11% +$699K 0.5% 39
2020
Q3 		$6.07M Buy
+36,436
New +$5.3M 0.53% 38

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 $3.38T AUM 44.17% 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 Private Wealth Services's UPS Position: Q2 2026 in Review

Kestra Private Wealth Services increased its United Parcel Service (UPS) stake by 14% in Q2 2026, buying an estimated $612K and bringing the position to 49,130 shares worth $5.28M. The position accounts for 0.06% of the portfolio, ranked #323.

Kestra Private Wealth Services first reported a position in UPS in Q3 2020 and has held it in 24 quarters since. The position peaked at $13.5M in Q1 2023. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Kestra Private Wealth Services held 49,130 shares of United Parcel Service worth $5.28M as of Q2 2026.
  • Kestra Private Wealth Services bought 5,883 United Parcel Service shares in Q2 2026, an estimated $612K.
  • United Parcel Service made up 0.06% of Kestra Private Wealth Services's portfolio in Q2 2026, its #323 holding.
  • Kestra Private Wealth Services first reported a position in United Parcel Service in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's United Parcel Service position peaked at $13.5M in Q1 2023.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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