KFI
UPS icon

Key Financial Inc’s United Parcel Service UPS Stock Holding History

Key Financial Inc’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 		$80.1K Sell
814
-1,011
-55% -$108K 0.01% 439
2025
Q4 		$181K Buy
1,825
+852
+88% +$79.7K 0.03% 302
2025
Q3 		$82.1K Buy
973
+53
+6% +$4.8K 0.02% 429
2025
Q2 		$92.9K Hold
920
– – 0.02% 393
2025
Q1 		$101K Hold
920
– – 0.02% 357
2024
Q4 		$116K Buy
920
+21
+2% +$2.76K 0.03% 327
2024
Q3 		$123K Sell
899
-78
-8% -$10.2K 0.03% 321
2024
Q2 		$134K Hold
977
– – 0.03% 289
2024
Q1 		$145K Hold
977
– – 0.04% 258
2023
Q4 		$154K Sell
977
-334
-25% -$50.5K 0.04% 245
2023
Q3 		$204K Hold
1,311
– – 0.07% 199
2023
Q2 		$235K Buy
1,311
+45
+4% +$7.99K 0.08% 185
2023
Q1 		$246K Hold
1,266
– – 0.09% 175
2022
Q4 		$205K Hold
1,266
– – 0.1% 160
2022
Q3 		$205K Buy
1,266
+24
+2% +$4.54K 0.1% 162
2022
Q2 		$230K Hold
1,242
– – 0.12% 133
2022
Q1 		$266K Buy
1,242
+50
+4% +$10.6K 0.13% 126
2021
Q4 		$255K Sell
1,192
-39
-3% -$7.93K 0.13% 129
2021
Q3 		$224K Buy
1,231
+59
+5% +$11.6K 0.13% 138
2021
Q2 		$224K Buy
1,172
+100
+9% +$20K 0.13% 142
2021
Q1 		$182K Hold
1,072
– – 0.12% 148
2020
Q4 		$181K Buy
+1,072
New +$181K 0.13% 129
2020
Q2 		– Sell
-984
Closed -$96K – 597
2020
Q1 		$96K Buy
+984
New +$102K 0.1% 164

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

Key Financial Inc's UPS Position: Q1 2026 in Review

Key Financial Inc reduced its United Parcel Service (UPS) stake by 55% in Q1 2026, selling an estimated $108K and leaving 814 shares worth $80.1K. The position accounts for 0.01% of the portfolio, ranked #439.

Key Financial Inc first reported a position in UPS in Q1 2020 and has held it in 23 quarters since. The position peaked at $266K in Q1 2022. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Key Financial Inc held 814 shares of United Parcel Service worth $80.1K as of Q1 2026.
  • Key Financial Inc sold 1,011 United Parcel Service shares in Q1 2026, an estimated $108K.
  • United Parcel Service made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #439 holding.
  • Key Financial Inc first reported a position in United Parcel Service in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's United Parcel Service position peaked at $266K in Q1 2022.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.