Krilogy Financial’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.26M | Sell |
11,747
-4,519
| -28% | -$470K | 0.04% | 328 |
|
|
2026
Q1 | $1.71M | Sell |
16,266
-2,002
| -11% | -$215K | 0.06% | 241 |
|
|
2025
Q4 | $1.95M | Buy |
18,268
+2,135
| +13% | +$200K | 0.07% | 216 |
|
|
2025
Q3 | $1.5M | Buy |
+16,133
| New | +$1.46M | 0.06% | 240 |
|
|
2023
Q2 | – | Sell |
-2,493
| Closed | -$484K | – | 381 |
|
|
2023
Q1 | $484K | Buy |
2,493
+1,049
| +73% | +$192K | 0.04% | 270 |
|
|
2022
Q4 | $251K | Buy |
+1,444
| New | +$250K | 0.02% | 344 |
|
|
2022
Q2 | – | Sell |
-1,010
| Closed | -$217K | – | 329 |
|
|
2022
Q1 | $217K | Hold |
1,010
| – | – | 0.02% | 295 |
|
|
2021
Q4 | $216K | Buy |
+1,010
| New | +$205K | 0.02% | 264 |
|
|
2021
Q3 | – | Sell |
-4,917
| Closed | -$1.02M | – | 283 |
|
|
2021
Q2 | $1.02M | Sell |
4,917
-518
| -10% | -$104K | 0.1% | 128 |
|
|
2021
Q1 | $924K | Buy |
5,435
+79
| +1% | +$12.8K | 0.1% | 131 |
|
|
2020
Q4 | $902K | Sell |
5,356
-345
| -6% | -$58.2K | 0.11% | 127 |
|
|
2020
Q3 | $950K | Sell |
5,701
-243
| -4% | -$35.4K | 0.13% | 107 |
|
|
2020
Q2 | $661K | Buy |
5,944
+730
| +14% | +$72.9K | 0.1% | 134 |
|
|
2020
Q1 | $487K | Sell |
5,214
-103
| -2% | -$10.7K | 0.09% | 124 |
|
|
2019
Q4 | $622K | Sell |
5,317
-28
| -0.5% | -$3.31K | 0.1% | 113 |
|
|
2019
Q3 | $640K | Sell |
5,345
-659
| -11% | -$75.3K | 0.12% | 100 |
|
|
2019
Q2 | $620K | Buy |
6,004
+90
| +2% | +$9.36K | 0.12% | 93 |
|
|
2019
Q1 | $661K | Buy |
5,914
+9
| +0.2% | +$954 | 0.14% | 88 |
|
|
2018
Q4 | $576K | Sell |
5,905
-1,296
| -18% | -$140K | 0.16% | 65 |
|
|
2018
Q3 | $841K | Buy |
7,201
+50
| +0.7% | +$5.88K | 0.19% | 57 |
|
|
2018
Q2 | $760K | Sell |
7,151
-112
| -2% | -$12.6K | 0.19% | 57 |
|
|
2018
Q1 | $760K | Hold |
7,263
| – | – | 0.18% | 62 |
|
|
2017
Q4 | $865K | Sell |
7,263
-800
| -10% | -$94K | 0.21% | 57 |
|
|
2017
Q3 | $968K | Buy |
8,063
+12
| +0.1% | +$1.36K | 0.25% | 49 |
|
|
2017
Q2 | $890K | Buy |
8,051
+7,651
| +1,913% | +$818K | 0.25% | 48 |
|
|
2017
Q1 | $46K | Hold |
400
| – | – | 0.01% | 296 |
|
|
2016
Q4 | $46K | Hold |
400
| – | – | 0.01% | 296 |
|
|
2016
Q3 | $44K | Sell |
400
-316
| -44% | -$34.5K | 0.01% | 314 |
|
|
2016
Q2 | $77K | Buy |
716
+316
| +79% | +$32.9K | 0.03% | 241 |
|
|
2016
Q1 | $42K | Buy |
+400
| New | +$38.9K | 0.02% | 289 |
|
Other funds holding UPS
Krilogy Financial's UPS Position: Q2 2026 in Review
Krilogy Financial reduced its United Parcel Service (UPS) stake by 28% in Q2 2026, selling an estimated $470K and leaving 11,747 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #328.
Krilogy Financial first reported a position in UPS in Q1 2016 and has held it in 30 quarters since. The position peaked at $1.95M in Q4 2025. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- Krilogy Financial held 11,747 shares of United Parcel Service worth $1.26M as of Q2 2026.
- Krilogy Financial sold 4,519 United Parcel Service shares in Q2 2026, an estimated $470K.
- United Parcel Service made up 0.04% of Krilogy Financial's portfolio in Q2 2026, its #328 holding.
- Krilogy Financial first reported a position in United Parcel Service in Q1 2016 and has held it in 30 quarters since.
- Krilogy Financial's United Parcel Service position peaked at $1.95M in Q4 2025.
- 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.