Icon Wealth Advisors’s United Parcel Service UPS Stock Holding History

Icon Wealth Advisors’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 Q1	$1.29M	Buy	12,076 +2,014	+20%	+$216K	0.08%	145
2025 Q4	$998K	Buy	10,062 +1,821	+22%	+$170K	0.07%	176
2025 Q3	$688K	Buy	8,241 +522	+7%	+$47.3K	0.05%	220
2025 Q2	$779K	Sell	7,719 -448	-5%	-$44.1K	0.06%	201
2025 Q1	$898K	Sell	8,167 -5,169	-39%	-$618K	0.07%	157
2024 Q4	$1.68M	Sell	13,336 -347	-3%	-$45.7K	0.14%	110
2024 Q3	$1.87M	Buy	13,683 +5,558	+68%	+$730K	0.16%	96
2024 Q2	$1.06M	Sell	8,125 -11,089	-58%	-$1.59M	0.09%	144
2024 Q1	$2.86M	Sell	19,214 -85	-0.4%	-$12.9K	0.27%	71
2023 Q4	$3.03M	Buy	+19,299	New	+$2.92M	0.32%	66
2022 Q4	$5.66M	Buy	32,531 +223	+0.7%	+$38.6K	0.65%	35
2022 Q3	$5.22M	Buy	+32,308	New	+$6.12M	0.63%	38

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Icon Wealth Advisors's UPS Position: Q1 2026 in Review

Icon Wealth Advisors increased its United Parcel Service (UPS) stake by 20% in Q1 2026, buying an estimated $216K and bringing the position to 12,076 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #145.

Icon Wealth Advisors first reported a position in UPS in Q3 2022 and has held it in 12 quarters since. The position peaked at $5.66M in Q4 2022. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Icon Wealth Advisors held 12,076 shares of United Parcel Service worth $1.29M as of Q1 2026.
Icon Wealth Advisors bought 2,014 United Parcel Service shares in Q1 2026, an estimated $216K.
United Parcel Service made up 0.08% of Icon Wealth Advisors's portfolio in Q1 2026, its #145 holding.
Icon Wealth Advisors first reported a position in United Parcel Service in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's United Parcel Service position peaked at $5.66M in Q4 2022.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.