IC
UPS icon

Iconiq Capital’s United Parcel Service UPS Stock Holding History

Iconiq Capital’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
2025
Q3 		– Sell
-3,913
Closed -$395K – 379
2025
Q2 		$395K Buy
+3,913
New +$385K 0.01% 229
2025
Q1 		– Sell
-3,196
Closed -$403K – 420
2024
Q4 		$403K Buy
+3,196
New +$421K 0.01% 185
2019
Q2 		– Sell
-4,196
Closed -$469K – 53
2019
Q1 		$469K Sell
4,196
-4,599
-52% -$488K 0.05% 34
2018
Q4 		$858K Sell
8,795
-11
-0.1% -$1.19K 0.12% 32
2018
Q3 		$1.03M Hold
8,806
– – 0.11% 37
2018
Q2 		$935K Buy
8,806
+11
+0.1% +$1.24K 0.12% 37
2018
Q1 		$920K Hold
8,795
– – 0.1% 40
2017
Q4 		$1.05M Buy
+8,795
New +$1.03M 0.11% 36

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return