Iams Wealth Management
UPS icon

Iams Wealth Management’s United Parcel Service UPS Stock Holding History

Iams Wealth Management’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 		$2.73M Buy
29,213
+11
+0% +$1.16K 0.8% 32
2026
Q2 		$3.14M Sell
29,202
-11,645
-29% -$1.21M 0.95% 31
2026
Q1 		$4.02M Sell
40,847
-1,241
-3% -$133K 1.4% 12
2025
Q4 		$4.17M Sell
42,088
-2,878
-6% -$269K 1.51% 11
2025
Q3 		$3.76M Buy
44,966
+3,229
+8% +$292K 1.51% 10
2025
Q2 		$4.21M Buy
41,737
+777
+2% +$76.4K 1.93% 5
2025
Q1 		$4.51M Buy
40,960
+2,413
+6% +$289K 2.06% 6
2024
Q4 		$4.86M Sell
38,547
-2,993
-7% -$394K 2.22% 5
2024
Q3 		$5.66M Buy
41,540
+885
+2% +$116K 2.78% 5
2024
Q2 		$5.56M Buy
40,655
+1,749
+4% +$250K 3.05% 5
2024
Q1 		$5.75M Buy
38,906
+1,615
+4% +$245K 3.51% 5
2023
Q4 		$5.86M Sell
37,291
-47
-0.1% -$7.11K 3.79% 4
2023
Q3 		$5.82M Buy
+37,338
New +$6.44M 4.03% 3
2023
Q2 		– Sell
-35,546
Closed -$6.31M – 219
2023
Q1 		$6.79M Buy
35,546
+2,052
+6% +$376K 5.65% 4
2022
Q4 		$5.82M Buy
+33,494
New +$5.8M 5.93% 3

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Iams Wealth Management's UPS Position: Q3 2026 in Review

Iams Wealth Management increased its United Parcel Service (UPS) stake by 0.04% in Q3 2026, buying an estimated $1.16K and bringing the position to 29,213 shares worth $2.73M. The position accounts for 0.8% of the portfolio, ranked #32.

Iams Wealth Management first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.79M in Q1 2023. 1,388 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Iams Wealth Management held 29,213 shares of United Parcel Service worth $2.73M as of Q3 2026.
  • Iams Wealth Management bought 11 United Parcel Service shares in Q3 2026, an estimated $1.16K.
  • United Parcel Service made up 0.8% of Iams Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Iams Wealth Management first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
  • Iams Wealth Management's United Parcel Service position peaked at $6.79M in Q1 2023.
  • 1,388 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.