KA
UPS icon

Kovack Advisors’s United Parcel Service UPS Stock Holding History

Kovack Advisors’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 		$1.01M Sell
9,279
-794
-8% -$82.5K 0.05% 381
2026
Q1 		$987K Sell
10,073
-6,891
-41% -$739K 0.05% 370
2025
Q4 		$1.68M Buy
16,964
+10,014
+144% +$937K 0.08% 238
2025
Q3 		$581K Buy
6,950
+761
+12% +$68.9K 0.05% 295
2025
Q2 		$625K Buy
6,189
+1,299
+27% +$128K 0.06% 280
2025
Q1 		$538K Sell
4,890
-107
-2% -$12.8K 0.06% 282
2024
Q4 		$630K Buy
4,997
+628
+14% +$82.7K 0.06% 257
2024
Q3 		$596K Buy
4,369
+205
+5% +$26.9K 0.06% 271
2024
Q2 		$570K Buy
+4,164
New +$596K 0.06% 277
2024
Q1 		– Sell
-4,388
Closed -$690K – 599
2023
Q4 		$690K Buy
4,388
+117
+3% +$17.7K 0.08% 233
2023
Q3 		$666K Sell
4,271
-386
-8% -$66.6K 0.09% 206
2023
Q2 		$835K Sell
4,657
-14
-0.3% -$2.49K 0.11% 183
2023
Q1 		$906K Buy
4,671
+193
+4% +$35.4K 0.12% 168
2022
Q4 		$779K Sell
4,478
-218
-5% -$37.7K 0.11% 194
2022
Q3 		$759K Sell
4,696
-170
-3% -$32.2K 0.11% 199
2022
Q2 		$888K Sell
4,866
-171
-3% -$31.2K 0.12% 188
2022
Q1 		$1.08M Sell
5,037
-335
-6% -$71.2K 0.11% 197
2021
Q4 		$1.15M Sell
5,372
-434
-7% -$88.3K 0.11% 197
2021
Q3 		$1.06M Buy
5,806
+275
+5% +$54.3K 0.11% 202
2021
Q2 		$1.15M Buy
5,531
+9
+0.2% +$1.8K 0.13% 176
2021
Q1 		$939K Sell
5,522
-116
-2% -$18.8K 0.12% 189
2020
Q4 		$949K Buy
5,638
+919
+19% +$155K 0.14% 166
2020
Q3 		$786K Sell
4,719
-1,167
-20% -$170K 0.14% 167
2020
Q2 		$654K Buy
5,886
+597
+11% +$59.6K 0.13% 177
2020
Q1 		$494K Sell
5,289
-746
-12% -$77.3K 0.11% 192
2019
Q4 		$707K Buy
6,035
+559
+10% +$66.2K 0.13% 185
2019
Q3 		$656K Sell
5,476
-7
-0.1% -$800 0.13% 181
2019
Q2 		$566K Buy
5,483
+634
+13% +$65.9K 0.13% 190
2019
Q1 		$542K Buy
4,849
+379
+8% +$40.2K 0.14% 183
2018
Q4 		$436K Buy
4,470
+248
+6% +$26.9K 0.13% 187
2018
Q3 		$493K Buy
4,222
+242
+6% +$28.5K 0.13% 198
2018
Q2 		$423K Buy
3,980
+418
+12% +$47K 0.12% 204
2018
Q1 		$373K Buy
3,562
+593
+20% +$68.5K 0.09% 255
2017
Q4 		$354K Buy
2,969
+735
+33% +$86.4K 0.09% 263
2017
Q3 		$268K Sell
2,234
-136
-6% -$15.5K 0.09% 264
2017
Q2 		$262K Buy
2,370
+164
+7% +$17.5K 0.08% 277
2017
Q1 		$237K Sell
2,206
-591
-21% -$64.6K 0.09% 235
2016
Q4 		$321K Buy
2,797
+530
+23% +$59.7K 0.15% 151
2016
Q3 		$248K Buy
+2,267
New +$248K 0.12% 195

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Kovack Advisors's UPS Position: Q2 2026 in Review

Kovack Advisors reduced its United Parcel Service (UPS) stake by 7.9% in Q2 2026, selling an estimated $82.5K and leaving 9,279 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #381.

Kovack Advisors first reported a position in UPS in Q3 2016 and has held it in 39 quarters since. The position peaked at $1.68M in Q4 2025. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Kovack Advisors held 9,279 shares of United Parcel Service worth $1.01M as of Q2 2026.
  • Kovack Advisors sold 794 United Parcel Service shares in Q2 2026, an estimated $82.5K.
  • United Parcel Service made up 0.05% of Kovack Advisors's portfolio in Q2 2026, its #381 holding.
  • Kovack Advisors first reported a position in United Parcel Service in Q3 2016 and has held it in 39 quarters since.
  • Kovack Advisors's United Parcel Service position peaked at $1.68M in Q4 2025.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.