KPPF
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Klein Pavlis & Peasley Financial’s United Parcel Service UPS Stock Holding History

Klein Pavlis & Peasley Financial’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
2025
Q3 		– Sell
-12,926
Closed -$1.3M – 99
2025
Q2 		$1.3M Buy
12,926
+2,748
+27% +$270K 0.87% 40
2025
Q1 		$1.11M Buy
10,178
+1,372
+16% +$164K 0.8% 45
2024
Q4 		$1.11M Buy
8,806
+625
+8% +$82.3K 0.9% 38
2024
Q3 		$1.12M Buy
8,181
+156
+2% +$20.5K 0.89% 42
2024
Q2 		$1.1M Buy
8,025
+2,468
+44% +$353K 0.98% 41
2024
Q1 		$826K Buy
+5,557
New +$845K 0.75% 46

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Klein Pavlis & Peasley Financial's UPS Position: Q3 2025 in Review

Klein Pavlis & Peasley Financial sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 12,926 shares — an estimated $1.3M sold.

Klein Pavlis & Peasley Financial first reported a position in UPS in Q1 2024 and held it in 6 quarters. The position peaked at $1.3M in Q2 2025. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Klein Pavlis & Peasley Financial reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Klein Pavlis & Peasley Financial sold 12,926 United Parcel Service shares in Q3 2025, an estimated $1.3M.
  • Klein Pavlis & Peasley Financial first reported a position in United Parcel Service in Q1 2024 and held it in 6 quarters.
  • Klein Pavlis & Peasley Financial's United Parcel Service position peaked at $1.3M in Q2 2025.
  • 1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q3 2025, filed 28 Oct 2025.