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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
2023
Q3 		– Sell
-72,926
Closed -$12.8M – 224
2023
Q2 		$12.8M Buy
+72,926
New +$12.9M 4.68% 2

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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. 2,138 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.
  • 2,138 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.