IAG Wealth Partners
UPS icon

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
Q3 		$59.8K Hold
640
– – 0.01% 215
2026
Q2 		$68.8K Hold
640
– – 0.01% 192
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 		$100K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

IAG Wealth Partners's UPS Position: Q3 2026 in Review

IAG Wealth Partners held its United Parcel Service (UPS) position steady in Q3 2026 at 640 shares worth $59.8K. The position accounts for 0.01% of the portfolio, ranked #215.

IAG Wealth Partners first reported a position in UPS in Q4 2019 and has held it in 28 quarters since. The position peaked at $143K in Q1 2022. 1,321 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • IAG Wealth Partners held 640 shares of United Parcel Service worth $59.8K as of Q3 2026.
  • IAG Wealth Partners left its United Parcel Service share count unchanged in Q3 2026.
  • United Parcel Service made up 0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #215 holding.
  • IAG Wealth Partners first reported a position in United Parcel Service in Q4 2019 and has held it in 28 quarters since.
  • IAG Wealth Partners's United Parcel Service position peaked at $143K in Q1 2022.
  • 1,321 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.