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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Iams Wealth Management's UPS Position: Q2 2026 in Review

Iams Wealth Management reduced its United Parcel Service (UPS) stake by 29% in Q2 2026, selling an estimated $1.21M and leaving 29,202 shares worth $3.14M. The position accounts for 0.95% of the portfolio, ranked #31.

Iams Wealth Management first reported a position in UPS in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.79M in Q1 2023. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Iams Wealth Management held 29,202 shares of United Parcel Service worth $3.14M as of Q2 2026.
Iams Wealth Management sold 11,645 United Parcel Service shares in Q2 2026, an estimated $1.21M.
United Parcel Service made up 0.95% of Iams Wealth Management's portfolio in Q2 2026, its #31 holding.
Iams Wealth Management first reported a position in United Parcel Service in Q4 2022 and has held it in 14 quarters since.
Iams Wealth Management's United Parcel Service position peaked at $6.79M in Q1 2023.
882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.