KPP Advisory Services’s United Parcel Service UPS Stock Holding History

KPP Advisory Services’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	$638K	Buy	5,932 +94	+2%	+$9.77K	0.08%	189
2026 Q1	$574K	Sell	5,838 -4,814	-45%	-$516K	0.08%	195
2025 Q4	$1.06M	Buy	10,652 +105	+1%	+$9.82K	0.15%	126
2025 Q3	$881K	Buy	10,547 +157	+2%	+$14.2K	0.13%	150
2025 Q2	$1.05M	Buy	10,390 +719	+7%	+$70.7K	0.17%	123
2025 Q1	$1.06M	Buy	+9,671	New	+$1.16M	0.2%	109
2024 Q4	–	Sell	-1,530	Closed	-$209K	–	271
2024 Q3	$209K	Sell	1,530 -374	-20%	-$49.1K	0.05%	245
2024 Q2	$261K	Sell	1,904 -451	-19%	-$64.6K	0.07%	202
2024 Q1	$350K	Buy	2,355 +38	+2%	+$5.78K	0.1%	165
2023 Q4	$364K	Buy	2,317 +137	+6%	+$20.7K	0.32%	79
2023 Q3	$340K	Buy	+2,180	New	+$376K	0.11%	136

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

KPP Advisory Services's UPS Position: Q2 2026 in Review

KPP Advisory Services increased its United Parcel Service (UPS) stake by 1.6% in Q2 2026, buying an estimated $9.77K and bringing the position to 5,932 shares worth $638K. The position accounts for 0.08% of the portfolio, ranked #189.

KPP Advisory Services first reported a position in UPS in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q1 2025. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

KPP Advisory Services held 5,932 shares of United Parcel Service worth $638K as of Q2 2026.
KPP Advisory Services bought 94 United Parcel Service shares in Q2 2026, an estimated $9.77K.
United Parcel Service made up 0.08% of KPP Advisory Services's portfolio in Q2 2026, its #189 holding.
KPP Advisory Services first reported a position in United Parcel Service in Q3 2023 and has held it in 11 quarters since.
KPP Advisory Services's United Parcel Service position peaked at $1.06M in Q1 2025.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.