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KMG Fiduciary Partners’s United Parcel Service UPS Stock Holding History

KMG Fiduciary Partners’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 		$4.99M Buy
46,416
+10,080
+28% +$1.05M 0.46% 55
2026
Q1 		$3.57M Buy
36,336
+2,160
+6% +$232K 0.26% 98
2025
Q4 		$3.39M Buy
34,176
+4,190
+14% +$392K 0.24% 97
2025
Q3 		$2.5M Buy
29,986
+3,809
+15% +$345K 0.17% 123
2025
Q2 		$2.64M Buy
26,177
+2
+0% +$197 0.2% 113
2025
Q1 		$2.88M Sell
26,175
-10,908
-29% -$1.3M 0.24% 97
2024
Q4 		$4.68M Sell
37,083
-9,351
-20% -$1.23M 0.39% 65
2024
Q3 		$6.33M Buy
46,434
+20,193
+77% +$2.65M 0.55% 49
2024
Q2 		$3.59M Buy
26,241
+1,999
+8% +$286K 0.35% 67
2024
Q1 		$3.6M Buy
24,242
+1,018
+4% +$155K 0.37% 66
2023
Q4 		$3.65M Sell
23,224
-1,616
-7% -$244K 0.43% 62
2023
Q3 		$3.87M Sell
24,840
-427
-2% -$73.7K 0.51% 51
2023
Q2 		$4.53M Buy
25,267
+2,488
+11% +$442K 0.59% 45
2023
Q1 		$4.42M Buy
22,779
+5,714
+33% +$1.05M 0.63% 44
2022
Q4 		$2.97M Buy
17,065
+2,747
+19% +$476K 0.49% 63
2022
Q3 		$2.31M Buy
14,318
+1,130
+9% +$214K 0.45% 64
2022
Q2 		$2.41M Buy
13,188
+1,755
+15% +$320K 0.45% 58
2022
Q1 		$2.45M Buy
11,433
+3,240
+40% +$688K 0.39% 64
2021
Q4 		$1.76M Buy
8,193
+605
+8% +$123K 0.27% 88
2021
Q3 		$1.38M Sell
7,588
-3,822
-33% -$754K 0.24% 95
2021
Q2 		$2.37M Buy
11,410
+124
+1% +$24.8K 0.42% 54
2021
Q1 		$1.92M Buy
11,286
+955
+9% +$154K 0.37% 60
2020
Q4 		$1.67M Buy
10,331
+2,844
+38% +$480K 0.35% 63
2020
Q3 		$1.25M Buy
+7,487
New +$1.09M 0.31% 73

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

KMG Fiduciary Partners's UPS Position: Q2 2026 in Review

KMG Fiduciary Partners increased its United Parcel Service (UPS) stake by 28% in Q2 2026, buying an estimated $1.05M and bringing the position to 46,416 shares worth $4.99M. The position accounts for 0.46% of the portfolio, ranked #55.

KMG Fiduciary Partners first reported a position in UPS in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.33M in Q3 2024. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • KMG Fiduciary Partners held 46,416 shares of United Parcel Service worth $4.99M as of Q2 2026.
  • KMG Fiduciary Partners bought 10,080 United Parcel Service shares in Q2 2026, an estimated $1.05M.
  • United Parcel Service made up 0.46% of KMG Fiduciary Partners's portfolio in Q2 2026, its #55 holding.
  • KMG Fiduciary Partners first reported a position in United Parcel Service in Q3 2020 and has held it in 24 quarters since.
  • KMG Fiduciary Partners's United Parcel Service position peaked at $6.33M in Q3 2024.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.