Key Financial Inc
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
Q3 		$921K Buy
9,857
+9,249
+1,521% +$971K 0.15% 123
2026
Q2 		$65.4K Sell
608
-206
-25% -$21.4K 0.01% 490
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Key Financial Inc's UPS Position: Q3 2026 in Review

Key Financial Inc increased its United Parcel Service (UPS) stake by 1,521% in Q3 2026, buying an estimated $971K and bringing the position to 9,857 shares worth $921K. The position accounts for 0.15% of the portfolio, ranked #123.

Key Financial Inc first reported a position in UPS in Q1 2020 and has held it in 25 quarters since. 1,220 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Key Financial Inc held 9,857 shares of United Parcel Service worth $921K as of Q3 2026.
  • Key Financial Inc bought 9,249 United Parcel Service shares in Q3 2026, an estimated $971K.
  • United Parcel Service made up 0.15% of Key Financial Inc's portfolio in Q3 2026, its #123 holding.
  • Key Financial Inc first reported a position in United Parcel Service in Q1 2020 and has held it in 25 quarters since.
  • 1,220 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.