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Kestra Advisory Services, LLC → UPS
Kestra Advisory Services, LLC UPS Position History
United Parcel Service, Inc. • Industrials
Quarters held
5
Latest value
$33.7M
Q3 2026
Peak value
$41M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $25.3M |
| Q4 2025 | $32.4M |
| Q1 2026 | $35.7M |
| Q2 2026 | $41M |
| Q3 2026 | $33.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $33.7M | 361.1K | — | — |
| Q2 2026 | $41M | 381.8K | — | — |
| Q1 2026 | $35.7M | 362.7K | — | — |
| Q4 2025 | $32.4M | 326.7K | — | — |
| Q3 2025 | $25.3M | 303.0K | — | — |