Keynote Financial Services’s United Parcel Service UPS Stock Holding History

Keynote Financial 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	$774K	Sell	7,867 -35	-0.4%	-$3.75K	0.41%	71
2025 Q4	$784K	Buy	7,902 +415	+6%	+$38.8K	0.44%	72
2025 Q3	$625K	Buy	7,487 +778	+12%	+$70.5K	0.38%	75
2025 Q2	$677K	Buy	6,709 +372	+6%	+$36.6K	0.46%	66
2025 Q1	$697K	Buy	6,337 +2,637	+71%	+$315K	0.5%	61
2024 Q4	$467K	Buy	3,700 +65	+2%	+$8.55K	0.36%	76
2024 Q3	$496K	Buy	+3,635	New	+$477K	0.38%	77

Other funds holding UPS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Keynote Financial Services's UPS Position: Q1 2026 in Review

Keynote Financial Services reduced its United Parcel Service (UPS) stake by 0.44% in Q1 2026, selling an estimated $3.75K and leaving 7,867 shares worth $774K. The position accounts for 0.41% of the portfolio, ranked #71.

Keynote Financial Services first reported a position in UPS in Q3 2024 and has held it in 7 quarters since. The position peaked at $784K in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Keynote Financial Services held 7,867 shares of United Parcel Service worth $774K as of Q1 2026.
Keynote Financial Services sold 35 United Parcel Service shares in Q1 2026, an estimated $3.75K.
United Parcel Service made up 0.41% of Keynote Financial Services's portfolio in Q1 2026, its #71 holding.
Keynote Financial Services first reported a position in United Parcel Service in Q3 2024 and has held it in 7 quarters since.
Keynote Financial Services's United Parcel Service position peaked at $784K in Q4 2025.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.