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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kestra Private Wealth Services's UPS Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its United Parcel Service (UPS) stake by 10% in Q1 2026, selling an estimated $524K and leaving 43,247 shares worth $4.25M. The position accounts for 0.05% of the portfolio, ranked #360.

Kestra Private Wealth Services first reported a position in UPS in Q3 2020 and has held it in 23 quarters since. The position peaked at $13.5M in Q1 2023. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Kestra Private Wealth Services held 43,247 shares of United Parcel Service worth $4.25M as of Q1 2026.
  • Kestra Private Wealth Services sold 4,890 United Parcel Service shares in Q1 2026, an estimated $524K.
  • United Parcel Service made up 0.05% of Kestra Private Wealth Services's portfolio in Q1 2026, its #360 holding.
  • Kestra Private Wealth Services first reported a position in United Parcel Service in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's United Parcel Service position peaked at $13.5M in Q1 2023.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.