Kestra Investment Management, LLC
Position in UPS — United Parcel Service Inc
CIK 1962449
AUSTIN, TX
Position in UPS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,378,295
+$803,593 QoQ
Shares Held
31,426
+20.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#571
of 2,129 holders
Holding Since
Sep 2024
7 quarters on record
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Kestra Investment Management, LLC holds $9,961,658 across 3 Integrated Freight & Logistics names. UPS ranks #2 (33.9% of the industry book) .
All Filings in UPS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,378,295 | 31,426 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,574,702 | 26,171 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $219,110 | 2,209 | Shares | Sole | 2026-02-09 | |
| 2025-06-30 | $1,386,309 | 13,734 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,510,602 | 13,734 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,205,515 | 9,560 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $957,924 | 7,026 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||