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IFG Advisors’s United Parcel Service UPS Stock Holding History

IFG 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
Q2 		$249K Hold
2,313
– – 0.03% 147
2026
Q1 		$228K Hold
2,313
– – 0.04% 142
2025
Q4 		$229K Buy
+2,313
New +$216K 0.04% 142
2025
Q3 		– Sell
-2,675
Closed -$270K – 157
2025
Q2 		$270K Sell
2,675
-141
-5% -$13.9K 0.05% 134
2025
Q1 		$310K Buy
2,816
+7
+0.2% +$837 0.06% 116
2024
Q4 		$354K Sell
2,809
-290
-9% -$38.2K 0.07% 104
2024
Q3 		$423K Sell
3,099
-297
-9% -$39K 0.09% 87
2024
Q2 		$465K Buy
3,396
+13
+0.4% +$1.86K 0.11% 78
2024
Q1 		$503K Buy
3,383
+61
+2% +$9.27K 0.13% 72
2023
Q4 		$522K Sell
3,322
-279
-8% -$42.2K 0.15% 67
2023
Q3 		$561K Buy
3,601
+12
+0.3% +$2.07K 0.2% 60
2023
Q2 		$643K Buy
3,589
+13
+0.4% +$2.31K 0.23% 51
2023
Q1 		$694K Buy
3,576
+11
+0.3% +$2.02K 0.27% 44
2022
Q4 		$620K Buy
3,565
+10
+0.3% +$1.73K 0.27% 48
2022
Q3 		$574K Buy
3,555
+48
+1% +$9.09K 0.29% 47
2022
Q2 		$640K Buy
3,507
+10
+0.3% +$1.82K 0.32% 43
2022
Q1 		$750K Buy
3,497
+9
+0.3% +$1.91K 0.33% 45
2021
Q4 		$748K Buy
3,488
+17
+0.5% +$3.46K 0.32% 46
2021
Q3 		$632K Buy
3,471
+18
+0.5% +$3.55K 0.29% 52
2021
Q2 		$718K Buy
3,453
+17
+0.5% +$3.4K 0.34% 44
2021
Q1 		$584K Buy
3,436
+20
+0.6% +$3.23K 0.32% 48
2020
Q4 		$575K Buy
3,416
+20
+0.6% +$3.38K 0.36% 43
2020
Q3 		$566K Buy
3,396
+21
+0.6% +$3.06K 0.4% 40
2020
Q2 		$375K Buy
3,375
+32
+1% +$3.19K 0.3% 50
2020
Q1 		$312K Buy
+3,343
New +$346K 0.31% 54

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

IFG Advisors's UPS Position: Q2 2026 in Review

IFG Advisors held its United Parcel Service (UPS) position steady in Q2 2026 at 2,313 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #147.

IFG Advisors first reported a position in UPS in Q1 2020 and has held it in 25 quarters since. The position peaked at $750K in Q1 2022. 926 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • IFG Advisors held 2,313 shares of United Parcel Service worth $249K as of Q2 2026.
  • IFG Advisors left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.03% of IFG Advisors's portfolio in Q2 2026, its #147 holding.
  • IFG Advisors first reported a position in United Parcel Service in Q1 2020 and has held it in 25 quarters since.
  • IFG Advisors's United Parcel Service position peaked at $750K in Q1 2022.
  • 926 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.