KFP
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Keystone Financial Planning’s United Parcel Service UPS Stock Holding History

Keystone Financial Planning’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
Q2 		$4.83M Sell
44,932
-836
-2% -$86.9K 1.25% 18
2026
Q1 		$4.5M Hold
45,768
– – 1.2% 17
2025
Q4 		$4.54M Sell
45,768
-1,323
-3% -$124K 1.32% 17
2025
Q3 		$3.93M Sell
47,091
-163
-0.3% -$14.8K 1.14% 18
2025
Q2 		$4.77M Hold
47,254
– – 1.44% 15
2025
Q1 		$5.2M Hold
47,254
– – 1.55% 18
2024
Q4 		$5.96M Sell
47,254
-81
-0.2% -$10.7K 1.85% 16
2024
Q3 		$6.45M Sell
47,335
-58
-0.1% -$7.62K 1.95% 13
2024
Q2 		$6.49M Buy
47,393
+1,117
+2% +$160K 2.15% 10
2024
Q1 		$6.88M Buy
46,276
+2,043
+5% +$311K 2.23% 14
2023
Q4 		$6.95M Buy
44,233
+676
+2% +$102K 2.3% 12
2023
Q3 		$6.79M Buy
43,557
+646
+2% +$112K 2.37% 8
2023
Q2 		$7.69M Buy
42,911
+412
+1% +$73.2K 2.58% 7
2023
Q1 		$8.24M Buy
42,499
+978
+2% +$179K 2.8% 8
2022
Q4 		$7.22M Buy
41,521
+197
+0.5% +$34.1K 2.43% 12
2022
Q3 		$6.67M Sell
41,324
-502
-1% -$95.1K 2.57% 13
2022
Q2 		$7.63M Buy
+41,826
New +$7.63M 2.68% 11
2021
Q2 		– Sell
-10,315
Closed -$1.75M – 48
2021
Q1 		$1.75M Sell
10,315
-319
-3% -$51.6K 0.65% 29
2020
Q4 		$1.79M Sell
10,634
-454
-4% -$76.6K 0.74% 27
2020
Q3 		$1.85M Sell
11,088
-48,577
-81% -$7.07M 0.89% 28
2020
Q2 		$6.63M Buy
59,665
+2,660
+5% +$266K 3.27% 16
2020
Q1 		$5.33M Buy
57,005
+5,910
+12% +$612K 3.05% 17
2019
Q4 		$5.98M Buy
51,095
+1,849
+4% +$219K 2.67% 18
2019
Q3 		$5.9M Buy
49,246
+75
+0.2% +$8.57K 2.82% 17
2019
Q2 		$5.08M Buy
49,171
+4,688
+11% +$488K 2.48% 22
2019
Q1 		$4.97M Buy
44,483
+1,045
+2% +$111K 2.45% 22
2018
Q4 		$4.24M Buy
43,438
+1,299
+3% +$141K 2.37% 24
2018
Q3 		$4.92M Sell
42,139
-3,001
-7% -$353K 2.51% 24
2018
Q2 		$4.79M Buy
45,140
+770
+2% +$86.5K 2.64% 22
2018
Q1 		$4.64M Buy
44,370
+39,653
+841% +$4.58M 2.59% 21
2017
Q4 		$562K Sell
4,717
-4,193
-47% -$493K 0.3% 40
2017
Q3 		$1.07M Buy
8,910
+3,902
+78% +$444K 0.61% 35
2017
Q2 		$554K Buy
5,008
+2,681
+115% +$287K 0.34% 39
2017
Q1 		$250K Buy
2,327
+109
+5% +$11.9K 0.16% 46
2016
Q4 		$254K Hold
2,218
– – 0.17% 46
2016
Q3 		$243K Sell
2,218
-501
-18% -$54.7K 0.16% 44
2016
Q2 		$293K Buy
+2,719
New +$283K 0.2% 43

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Keystone Financial Planning's UPS Position: Q2 2026 in Review

Keystone Financial Planning reduced its United Parcel Service (UPS) stake by 1.8% in Q2 2026, selling an estimated $86.9K and leaving 44,932 shares worth $4.83M. The position accounts for 1.25% of the portfolio, ranked #18.

Keystone Financial Planning first reported a position in UPS in Q2 2016 and has held it in 37 quarters since. The position peaked at $8.24M in Q1 2023. 369 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Keystone Financial Planning held 44,932 shares of United Parcel Service worth $4.83M as of Q2 2026.
  • Keystone Financial Planning sold 836 United Parcel Service shares in Q2 2026, an estimated $86.9K.
  • United Parcel Service made up 1.25% of Keystone Financial Planning's portfolio in Q2 2026, its #18 holding.
  • Keystone Financial Planning first reported a position in United Parcel Service in Q2 2016 and has held it in 37 quarters since.
  • Keystone Financial Planning's United Parcel Service position peaked at $8.24M in Q1 2023.
  • 369 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.