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IFP Advisors’s United Parcel Service UPS Stock Holding History

IFP 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 		$5.02M Buy
46,661
+326
+0.7% +$33.9K 0.09% 253
2026
Q1 		$4.56M Buy
46,335
+1,457
+3% +$156K 0.09% 238
2025
Q4 		$4.45M Buy
44,878
+6,204
+16% +$580K 0.1% 215
2025
Q3 		$3.23M Buy
38,674
+8,695
+29% +$788K 0.08% 259
2025
Q2 		$3.03M Buy
29,979
+21,475
+253% +$2.11M 0.09% 257
2025
Q1 		$935K Buy
8,504
+571
+7% +$68.3K 0.03% 577
2024
Q4 		$1M Buy
7,933
+5,791
+270% +$762K 0.03% 525
2024
Q3 		$1.03M Sell
2,142
-2,939
-58% -$386K 0.04% 474
2024
Q2 		$1.07M Sell
5,081
-2,050
-29% -$294K 0.04% 424
2024
Q1 		$1.06M Buy
7,131
+232
+3% +$35.3K 0.05% 399
2023
Q4 		$1.08M Buy
6,899
+572
+9% +$86.5K 0.05% 373
2023
Q3 		$986K Sell
6,327
-2,854
-31% -$493K 0.04% 396
2023
Q2 		$1.65M Sell
9,181
-666
-7% -$118K 0.07% 298
2023
Q1 		$1.15M Sell
9,847
-8,478
-46% -$1.56M 0.05% 344
2022
Q4 		$2.17M Sell
18,325
-1,599
-8% -$277K 0.06% 352
2022
Q3 		$2.45M Buy
19,924
+1,058
+6% +$200K 0.06% 330
2022
Q2 		$2.31M Hold
18,866
– – 0.07% 310
2022
Q1 		$2.31M Buy
18,866
+7,171
+61% +$1.52M 0.07% 310
2021
Q4 		$2.52M Sell
11,695
-58
-0.5% -$11.8K 0.05% 209
2021
Q3 		$2.14M Buy
11,753
+2,320
+25% +$458K 0.04% 247
2021
Q2 		$1.95M Sell
9,433
-18
-0.2% -$3.6K 0.04% 246
2021
Q1 		$1.61M Sell
9,451
-1,167
-11% -$189K 0.03% 272
2020
Q4 		$1.8M Buy
10,618
+837
+9% +$141K 0.07% 225
2020
Q3 		$1.62M Buy
9,781
+2,546
+35% +$371K 0.1% 206
2020
Q2 		$797K Buy
7,235
+1,035
+17% +$103K 0.06% 312
2020
Q1 		$614K Buy
6,200
+277
+5% +$28.7K 0.06% 304
2019
Q4 		$701K Buy
5,923
+10
+0.2% +$1.18K 0.05% 358
2019
Q3 		$700K Buy
+5,913
New +$676K 0.05% 396
2019
Q1 		$460K Sell
4,133
-4,295
-51% -$456K 0.06% 300
2018
Q4 		$814K Sell
8,428
-5,970
-41% -$647K 0.05% 398
2018
Q3 		$1.68M Sell
14,398
-1,331
-8% -$157K 0.07% 297
2018
Q2 		$1.67M Buy
15,729
+1,132
+8% +$127K 0.07% 286
2018
Q1 		$1.74M Hold
14,597
– – 0.08% 257
2017
Q4 		$1.74M Sell
14,597
-25,175
-63% -$2.96M 0.08% 258
2017
Q3 		$4.78M Sell
39,772
-216
-0.5% -$24.6K 0.19% 116
2017
Q2 		$4.42M Buy
39,988
+1,430
+4% +$153K 0.19% 112
2017
Q1 		$4.14M Buy
38,558
+3,560
+10% +$389K 0.18% 120
2016
Q4 		$4.01M Sell
34,998
-1,360
-4% -$153K 0.19% 116
2016
Q3 		$3.98M Buy
36,358
+462
+1% +$50.5K 0.21% 100
2016
Q2 		$3.87M Buy
35,896
+31,763
+769% +$3.31M 0.22% 93
2016
Q1 		$460K Sell
4,133
-31,615
-88% -$3.07M 0.06% 300
2015
Q4 		$3.44M Buy
+35,748
New +$3.65M 0.23% 93

Other funds holding UPS

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

IFP Advisors's UPS Position: Q2 2026 in Review

IFP Advisors increased its United Parcel Service (UPS) stake by 0.7% in Q2 2026, buying an estimated $33.9K and bringing the position to 46,661 shares worth $5.02M. The position accounts for 0.09% of the portfolio, ranked #253.

IFP Advisors first reported a position in UPS in Q4 2015 and has held it in 42 quarters since. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • IFP Advisors held 46,661 shares of United Parcel Service worth $5.02M as of Q2 2026.
  • IFP Advisors bought 326 United Parcel Service shares in Q2 2026, an estimated $33.9K.
  • United Parcel Service made up 0.09% of IFP Advisors's portfolio in Q2 2026, its #253 holding.
  • IFP Advisors first reported a position in United Parcel Service in Q4 2015 and has held it in 42 quarters since.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.