Icon Advisers’s United Parcel Service UPS Stock Holding History

Icon Advisers’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	$3.06M	Buy	+28,500	New	+$2.96M	0.58%	66
2021 Q2	–	Sell	-8,500	Closed	-$1.45M	–	183
2021 Q1	$1.45M	Hold	8,500	–	–	0.23%	128
2020 Q4	$1.43M	Hold	8,500	–	–	0.26%	123
2020 Q3	$1.42M	Buy	8,500 +6,700	+372%	+$975K	0.28%	116
2020 Q2	$200K	Sell	1,800 -1,300	-42%	-$130K	0.04%	234
2020 Q1	$290K	Hold	3,100	–	–	0.06%	223
2019 Q4	$363K	Hold	3,100	–	–	0.05%	257
2019 Q3	$371K	Hold	3,100	–	–	0.05%	275
2019 Q2	$320K	Sell	3,100 -2,800	-47%	-$291K	0.03%	290
2019 Q1	$659K	Sell	5,900 -4,600	-44%	-$488K	0.07%	223
2018 Q4	$1.02M	Buy	10,500 +1,500	+17%	+$163K	0.11%	181
2018 Q3	$1.05M	Hold	9,000	–	–	0.09%	204
2018 Q2	$956K	Hold	9,000	–	–	0.07%	215
2018 Q1	$942K	Buy	+9,000	New	+$1.04M	0.07%	224

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Icon Advisers's UPS Position: Q2 2026 in Review

Icon Advisers opened a new position in United Parcel Service (UPS) in Q2 2026: 28,500 shares worth $3.06M. The stake represents 0.58% of the portfolio and ranks #66 among its holdings. This is a return to the name: Icon Advisers previously reported a position in UPS as recently as Q1 2021.

Icon Advisers first reported a position in UPS in Q1 2018 and has held it in 14 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Icon Advisers held 28,500 shares of United Parcel Service worth $3.06M as of Q2 2026.
United Parcel Service was a new Icon Advisers position in Q2 2026.
United Parcel Service made up 0.58% of Icon Advisers's portfolio in Q2 2026, its #66 holding.
Icon Advisers first reported a position in United Parcel Service in Q1 2018 and has held it in 14 quarters since.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Icon Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.