Key Client Fiduciary Advisors’s United Parcel Service UPS Stock Holding History

Key Client Fiduciary Advisors’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
2025 Q4	–	Sell	-2,838	Closed	-$237K	–	245
2025 Q3	$237K	Buy	+2,838	New	+$257K	0.08%	188
2024 Q4	–	Sell	-1,493	Closed	-$204K	–	207
2024 Q3	$204K	Sell	1,493 -34	-2%	-$4.46K	0.09%	189
2024 Q2	$209K	Buy	1,527 +54	+4%	+$7.73K	0.1%	173
2024 Q1	$219K	Sell	1,473 -215	-13%	-$32.7K	0.12%	165
2023 Q4	$265K	Sell	1,688 -83	-5%	-$12.5K	0.15%	142
2023 Q3	$276K	Buy	1,771 +5	+0.3%	+$863	0.17%	131
2023 Q2	$317K	Buy	1,766 +29	+2%	+$5.15K	0.18%	123
2023 Q1	$337K	Buy	1,737 +33	+2%	+$6.05K	0.21%	108
2022 Q4	$296K	Buy	+1,704	New	+$295K	0.2%	115
2022 Q1	–	Sell	-3,353	Closed	-$719K	–	140
2021 Q4	$719K	Buy	+3,353	New	+$682K	0.59%	43

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Key Client Fiduciary Advisors's UPS Position: Q4 2025 in Review

Key Client Fiduciary Advisors sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 2,838 shares — an estimated $237K sold.

Key Client Fiduciary Advisors first reported a position in UPS in Q4 2021 and held it in 10 quarters. The position peaked at $719K in Q4 2021. 2,114 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Key Client Fiduciary Advisors reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
Key Client Fiduciary Advisors sold 2,838 United Parcel Service shares in Q4 2025, an estimated $237K.
Key Client Fiduciary Advisors first reported a position in United Parcel Service in Q4 2021 and held it in 10 quarters.
Key Client Fiduciary Advisors's United Parcel Service position peaked at $719K in Q4 2021.
2,114 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Key Client Fiduciary Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.