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IEQ Capital’s United Parcel Service UPS Stock Holding History

IEQ 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
2026
Q2 		$20M Sell
186,382
-92,429
-33% -$9.61M 0.09% 197
2026
Q1 		$27.4M Sell
278,811
-18,246
-6% -$1.96M 0.13% 147
2025
Q4 		$29.5M Buy
297,057
+235,950
+386% +$22.1M 0.09% 136
2025
Q3 		$5.1M Sell
61,107
-43,712
-42% -$3.96M 0.02% 480
2025
Q2 		$10.6M Buy
104,819
+63,629
+154% +$6.26M 0.06% 236
2025
Q1 		$4.53M Buy
41,190
+36,734
+824% +$4.39M 0.04% 368
2024
Q4 		$562K Sell
4,456
-9,136
-67% -$1.2M 0.01% 805
2024
Q3 		$1.85M Sell
13,592
-760
-5% -$99.8K 0.02% 393
2024
Q2 		$1.96M Buy
14,352
+1,532
+12% +$219K 0.03% 343
2024
Q1 		$1.91M Buy
12,820
+809
+7% +$123K 0.03% 330
2023
Q4 		$1.89M Sell
12,011
-3,418
-22% -$517K 0.03% 301
2023
Q3 		$2.4M Sell
15,429
-5,836
-27% -$1.01M 0.05% 228
2023
Q2 		$3.81M Sell
21,265
-3,571
-14% -$634K 0.08% 175
2023
Q1 		$4.82M Buy
24,836
+3,961
+19% +$727K 0.11% 131
2022
Q4 		$3.63M Sell
20,875
-6,961
-25% -$1.2M 0.1% 158
2022
Q3 		$4.5M Buy
27,836
+6,281
+29% +$1.19M 0.12% 121
2022
Q2 		$3.94M Buy
21,555
+3,455
+19% +$630K 0.12% 119
2022
Q1 		$3.88M Buy
18,100
+6,047
+50% +$1.28M 0.09% 134
2021
Q4 		$2.58M Buy
12,053
+103
+0.9% +$20.9K 0.06% 166
2021
Q3 		$2.18M Buy
11,950
+1,914
+19% +$378K 0.06% 174
2021
Q2 		$2.09M Buy
10,036
+3,912
+64% +$783K 0.06% 167
2021
Q1 		$1.04M Buy
+6,124
New +$991K 0.04% 196
2020
Q4 		– Sell
-5,000
Closed -$833K – 382
2020
Q3 		$833K Buy
5,000
+870
+21% +$127K 0.04% 190
2020
Q2 		$459K Sell
4,130
-1,287
-24% -$128K 0.03% 210
2020
Q1 		$507K Buy
5,417
+881
+19% +$91.3K 0.04% 201
2019
Q4 		$531K Buy
+4,536
New +$537K 0.05% 211

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

IEQ Capital's UPS Position: Q2 2026 in Review

IEQ Capital reduced its United Parcel Service (UPS) stake by 33% in Q2 2026, selling an estimated $9.61M and leaving 186,382 shares worth $20M. The position accounts for 0.09% of the portfolio, ranked #197.

IEQ Capital first reported a position in UPS in Q4 2019 and has held it in 26 quarters since. The position peaked at $29.5M in Q4 2025. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • IEQ Capital held 186,382 shares of United Parcel Service worth $20M as of Q2 2026.
  • IEQ Capital sold 92,429 United Parcel Service shares in Q2 2026, an estimated $9.61M.
  • United Parcel Service made up 0.09% of IEQ Capital's portfolio in Q2 2026, its #197 holding.
  • IEQ Capital first reported a position in United Parcel Service in Q4 2019 and has held it in 26 quarters since.
  • IEQ Capital's United Parcel Service position peaked at $29.5M in Q4 2025.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.