Keystone Financial Group (Kentucky)’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $954K | Sell |
9,515
-360
| -4% | -$38.6K | 0.07% | 204 |
|
|
2025
Q4 | $980K | Buy |
9,875
+360
| +4% | +$33.7K | 0.07% | 180 |
|
|
2025
Q3 | $819K | Sell |
9,515
-1,070
| -10% | -$96.9K | 0.06% | 181 |
|
|
2025
Q2 | $1.07M | Sell |
10,585
-753
| -7% | -$74.1K | 0.1% | 147 |
|
|
2025
Q1 | $1.23M | Buy |
11,338
+585
| +5% | +$70K | 0.12% | 121 |
|
|
2024
Q4 | $1.33M | Buy |
10,753
+2,330
| +28% | +$307K | 0.13% | 113 |
|
|
2024
Q3 | $1.15M | Buy |
8,423
+379
| +5% | +$49.8K | 0.15% | 108 |
|
|
2024
Q2 | $1.1M | Sell |
8,044
-55
| -0.7% | -$7.88K | 0.39% | 46 |
|
|
2024
Q1 | $1.2M | Buy |
8,099
+692
| +9% | +$105K | 0.18% | 94 |
|
|
2023
Q4 | $1.16M | Sell |
7,407
-224
| -3% | -$33.9K | 0.2% | 81 |
|
|
2023
Q3 | $1.19M | Buy |
7,631
+37
| +0.5% | +$6.39K | 0.2% | 87 |
|
|
2023
Q2 | $1.36M | Buy |
+7,594
| New | +$1.35M | 0.23% | 80 |
|
|
2022
Q4 | $1.36M | Sell |
7,795
-847
| -10% | -$147K | 0.27% | 79 |
|
|
2022
Q3 | $1.4M | Buy |
8,642
+128
| +2% | +$24.2K | 0.28% | 77 |
|
|
2022
Q2 | $1.55M | Sell |
8,514
-44
| -0.5% | -$8.03K | 0.31% | 74 |
|
|
2022
Q1 | $1.83M | Sell |
8,558
-647
| -7% | -$137K | 0.31% | 73 |
|
|
2021
Q4 | $1.97M | Buy |
9,205
+298
| +3% | +$60.6K | 0.32% | 67 |
|
|
2021
Q3 | $1.62M | Buy |
8,907
+40
| +0.5% | +$7.9K | 0.29% | 74 |
|
|
2021
Q2 | $1.84M | Sell |
8,867
-93
| -1% | -$18.6K | 0.33% | 69 |
|
|
2021
Q1 | $1.52M | Sell |
8,960
-264
| -3% | -$42.7K | 0.3% | 78 |
|
|
2020
Q4 | $1.55M | Buy |
9,224
+754
| +9% | +$127K | 0.32% | 75 |
|
|
2020
Q3 | $1.41M | Sell |
8,470
-538
| -6% | -$78.3K | 0.35% | 66 |
|
|
2020
Q2 | $1M | Sell |
9,008
-144
| -2% | -$14.4K | 0.27% | 87 |
|
|
2020
Q1 | $855K | Sell |
9,152
-645
| -7% | -$66.8K | 0.28% | 81 |
|
|
2019
Q4 | $1.15M | Sell |
9,797
-377
| -4% | -$44.6K | 0.31% | 77 |
|
|
2019
Q3 | $1.22M | Sell |
10,174
-549
| -5% | -$62.8K | 0.38% | 64 |
|
|
2019
Q2 | $1.11M | Sell |
10,723
-18
| -0.2% | -$1.87K | 0.36% | 67 |
|
|
2019
Q1 | $1.2M | Buy |
10,741
+4,226
| +65% | +$448K | 0.43% | 66 |
|
|
2018
Q4 | $635K | Buy |
6,515
+71
| +1% | +$7.7K | 0.29% | 91 |
|
|
2018
Q3 | $757K | Buy |
6,444
+129
| +2% | +$15.2K | 0.31% | 84 |
|
|
2018
Q2 | $669K | Buy |
6,315
+200
| +3% | +$22.5K | 0.37% | 71 |
|
|
2018
Q1 | $635K | Buy |
6,115
+588
| +11% | +$68K | 0.35% | 70 |
|
|
2017
Q4 | $714K | Buy |
+5,527
| New | +$650K | 0.44% | 47 |
|
Other funds holding UPS
VCM
VPM
Keystone Financial Group (Kentucky)'s UPS Position: Q1 2026 in Review
Keystone Financial Group (Kentucky) reduced its United Parcel Service (UPS) stake by 3.6% in Q1 2026, selling an estimated $38.6K and leaving 9,515 shares worth $954K. The position accounts for 0.07% of the portfolio, ranked #204.
Keystone Financial Group (Kentucky) first reported a position in UPS in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.97M in Q4 2021. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Keystone Financial Group (Kentucky) held 9,515 shares of United Parcel Service worth $954K as of Q1 2026.
- Keystone Financial Group (Kentucky) sold 360 United Parcel Service shares in Q1 2026, an estimated $38.6K.
- United Parcel Service made up 0.07% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #204 holding.
- Keystone Financial Group (Kentucky) first reported a position in United Parcel Service in Q4 2017 and has held it in 33 quarters since.
- Keystone Financial Group (Kentucky)'s United Parcel Service position peaked at $1.97M in Q4 2021.
- 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.