IMG Wealth Management’s United Parcel Service UPS Stock Holding History

IMG Wealth Management’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	$28.9K	Buy	269 +52	+24%	+$5.41K	0.02%	223
2026 Q1	$21.3K	Sell	217 -416	-66%	-$44.6K	0.01%	232
2025 Q4	$62.8K	Sell	633 -39	-6%	-$3.65K	0.04%	153
2025 Q3	$56.1K	Hold	672	–	–	0.04%	148
2025 Q2	$67.8K	Buy	672 +472	+236%	+$46.4K	0.05%	135
2025 Q1	$22K	Hold	200	–	–	0.02%	186
2024 Q4	$25.2K	Buy	+200	New	+$26.3K	0.02%	165

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IMG Wealth Management's UPS Position: Q2 2026 in Review

IMG Wealth Management increased its United Parcel Service (UPS) stake by 24% in Q2 2026, buying an estimated $5.41K and bringing the position to 269 shares worth $28.9K. The position accounts for 0.02% of the portfolio, ranked #223.

IMG Wealth Management first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $67.8K in Q2 2025. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

IMG Wealth Management held 269 shares of United Parcel Service worth $28.9K as of Q2 2026.
IMG Wealth Management bought 52 United Parcel Service shares in Q2 2026, an estimated $5.41K.
United Parcel Service made up 0.02% of IMG Wealth Management's portfolio in Q2 2026, its #223 holding.
IMG Wealth Management first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
IMG Wealth Management's United Parcel Service position peaked at $67.8K in Q2 2025.
2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.