Keudell/Morrison Wealth Management’s United Parcel Service UPS Stock Holding History

Keudell/Morrison Wealth 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	$979K	Sell	9,109 -128	-1%	-$13.3K	0.19%	81
2026 Q1	$909K	Buy	9,237 +3,851	+72%	+$413K	0.19%	84
2025 Q4	$534K	Buy	+5,386	New	+$504K	0.11%	124
2025 Q2	$592K	Buy	5,863 +921	+19%	+$90.6K	0.13%	108
2025 Q1	$544K	Buy	4,942 +680	+16%	+$81.3K	0.13%	103
2024 Q4	$537K	Sell	4,262 -414	-9%	-$54.5K	0.14%	102
2024 Q3	$638K	Sell	4,676 -208	-4%	-$27.3K	0.17%	95
2024 Q2	$668K	Sell	4,884 -962	-16%	-$138K	0.2%	92
2024 Q1	$869K	Buy	5,846 +988	+20%	+$150K	0.26%	73
2023 Q4	$764K	Sell	4,858 -1	-0%	-$151	0.25%	77
2023 Q3	$757K	Sell	4,859 -358	-7%	-$61.8K	0.23%	72
2023 Q2	$935K	Buy	5,217 +30	+0.6%	+$5.33K	0.27%	61
2023 Q1	$1.01M	Buy	5,187 +327	+7%	+$60K	0.3%	56
2022 Q4	$845K	Buy	4,860 +71	+1%	+$12.3K	0.27%	69
2022 Q3	$774K	Buy	4,789 +356	+8%	+$67.4K	0.29%	67
2022 Q2	$809K	Buy	4,433 +711	+19%	+$130K	0.29%	72
2022 Q1	$798K	Sell	3,722 -12	-0.3%	-$2.55K	0.33%	74
2021 Q4	$800K	Sell	3,734 -185	-5%	-$37.6K	0.32%	71
2021 Q3	$714K	Sell	3,919 -134	-3%	-$26.4K	0.31%	79
2021 Q2	$843K	Sell	4,053 -283	-7%	-$56.6K	0.46%	67
2021 Q1	$737K	Sell	4,336 -178	-4%	-$28.8K	0.43%	71
2020 Q4	$760K	Sell	4,514 -1,605	-26%	-$271K	0.48%	69
2020 Q3	$1.02M	Sell	6,119 -1,517	-20%	-$221K	0.66%	43
2020 Q2	$849K	Buy	7,636 +1,020	+15%	+$102K	0.7%	47
2020 Q1	$618K	Buy	6,616 +1,166	+21%	+$121K	0.6%	61
2019 Q4	$638K	Sell	5,450 -880	-14%	-$104K	0.44%	69
2019 Q3	$758K	Buy	6,330 +377	+6%	+$43.1K	0.63%	59
2019 Q2	$687K	Sell	5,953 -173	-3%	-$18K	0.6%	57
2019 Q1	$685K	Buy	+6,126	New	+$650K	0.6%	55

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Keudell/Morrison Wealth Management's UPS Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its United Parcel Service (UPS) stake by 1.4% in Q2 2026, selling an estimated $13.3K and leaving 9,109 shares worth $979K. The position accounts for 0.19% of the portfolio, ranked #81.

Keudell/Morrison Wealth Management first reported a position in UPS in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.02M in Q3 2020. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Keudell/Morrison Wealth Management held 9,109 shares of United Parcel Service worth $979K as of Q2 2026.
Keudell/Morrison Wealth Management sold 128 United Parcel Service shares in Q2 2026, an estimated $13.3K.
United Parcel Service made up 0.19% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #81 holding.
Keudell/Morrison Wealth Management first reported a position in United Parcel Service in Q1 2019 and has held it in 29 quarters since.
Keudell/Morrison Wealth Management's United Parcel Service position peaked at $1.02M in Q3 2020.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.