IC
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IEQ Capital's UPS Position: Q1 2026 in Review

IEQ Capital reduced its United Parcel Service (UPS) stake by 6.1% in Q1 2026, selling an estimated $1.96M and leaving 278,811 shares worth $27.4M. The position accounts for 0.13% of the portfolio, ranked #147.

IEQ Capital first reported a position in UPS in Q4 2019 and has held it in 25 quarters since. The position peaked at $29.5M in Q4 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • IEQ Capital held 278,811 shares of United Parcel Service worth $27.4M as of Q1 2026.
  • IEQ Capital sold 18,246 United Parcel Service shares in Q1 2026, an estimated $1.96M.
  • United Parcel Service made up 0.13% of IEQ Capital's portfolio in Q1 2026, its #147 holding.
  • IEQ Capital first reported a position in United Parcel Service in Q4 2019 and has held it in 25 quarters since.
  • IEQ Capital's United Parcel Service position peaked at $29.5M in Q4 2025.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.