Icon Wealth Advisors
UPS icon

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
Q3 		$1.38M Buy
14,810
+1,387
+10% +$146K 0.08% 151
2026
Q2 		$1.44M Buy
13,423
+1,347
+11% +$140K 0.09% 152
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Icon Wealth Advisors's UPS Position: Q3 2026 in Review

Icon Wealth Advisors increased its United Parcel Service (UPS) stake by 10% in Q3 2026, buying an estimated $146K and bringing the position to 14,810 shares worth $1.38M. The position accounts for 0.08% of the portfolio, ranked #151.

Icon Wealth Advisors first reported a position in UPS in Q3 2022 and has held it in 14 quarters since. The position peaked at $5.66M in Q4 2022. 1,795 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Icon Wealth Advisors held 14,810 shares of United Parcel Service worth $1.38M as of Q3 2026.
  • Icon Wealth Advisors bought 1,387 United Parcel Service shares in Q3 2026, an estimated $146K.
  • United Parcel Service made up 0.08% of Icon Wealth Advisors's portfolio in Q3 2026, its #151 holding.
  • Icon Wealth Advisors first reported a position in United Parcel Service in Q3 2022 and has held it in 14 quarters since.
  • Icon Wealth Advisors's United Parcel Service position peaked at $5.66M in Q4 2022.
  • 1,795 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Icon Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.