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IAG Wealth Partners’s United Parcel Service UPS Stock Holding History

IAG Wealth Partners’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
Q1 		$63K Sell
640
-527
-45% -$56.5K 0.01% 194
2025
Q4 		$116K Buy
1,167
+9
+0.8% +$842 0.01% 144
2025
Q3 		$96.7K Buy
1,158
+10
+0.9% +$906 0.01% 160
2025
Q2 		$116K Buy
1,148
+8
+0.7% +$787 0.02% 137
2025
Q1 		$125K Buy
1,140
+500
+78% +$59.8K 0.02% 126
2024
Q4 		$80.7K Hold
640
– – 0.01% 155
2024
Q3 		$87.3K Hold
640
– – 0.02% 143
2024
Q2 		$87.6K Sell
640
-234
-27% -$33.5K 0.02% 128
2024
Q1 		$130K Buy
874
+234
+37% +$35.6K 0.03% 107
2023
Q4 		$101K Hold
640
– – 0.02% 108
2023
Q3 		$99.8K Hold
640
– – 0.03% 105
2023
Q2 		$115K Hold
640
– – 0.03% 108
2023
Q1 		$124K Hold
640
– – 0.03% 93
2022
Q4 		$111K Sell
640
-15
-2% -$2.6K 0.03% 93
2022
Q3 		$106K Sell
655
-5
-0.8% -$947 0.04% 86
2022
Q2 		$120K Sell
660
-5
-0.8% -$912 0.04% 81
2022
Q1 		$143K Buy
665
+25
+4% +$5.31K 0.05% 77
2021
Q4 		$137K Hold
640
– – 0.04% 71
2021
Q3 		$117K Hold
640
– – 0.04% 73
2021
Q2 		$134K Sell
640
-27
-4% -$5.4K 0.05% 64
2021
Q1 		$114K Hold
667
– – 0.04% 69
2020
Q4 		$113K Hold
667
– – 0.05% 71
2020
Q3 		$112K Hold
667
– – 0.05% 68
2020
Q2 		$75K Hold
667
– – 0.04% 82
2020
Q1 		$63K Hold
667
– – 0.04% 84
2019
Q4 		$79K Buy
+667
New +$79K 0.05% 81

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IAG Wealth Partners's UPS Position: Q1 2026 in Review

IAG Wealth Partners reduced its United Parcel Service (UPS) stake by 45% in Q1 2026, selling an estimated $56.5K and leaving 640 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #194.

IAG Wealth Partners first reported a position in UPS in Q4 2019 and has held it in 26 quarters since. The position peaked at $143K in Q1 2022. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • IAG Wealth Partners held 640 shares of United Parcel Service worth $63K as of Q1 2026.
  • IAG Wealth Partners sold 527 United Parcel Service shares in Q1 2026, an estimated $56.5K.
  • United Parcel Service made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #194 holding.
  • IAG Wealth Partners first reported a position in United Parcel Service in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's United Parcel Service position peaked at $143K in Q1 2022.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.