IAA
UPS icon

Independent Advisor Alliance’s United Parcel Service UPS Stock Holding History

Independent Advisor Alliance’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 		$6.57M Buy
66,827
+1,258
+2% +$135K 0.07% 254
2025
Q4 		$6.5M Buy
65,569
+1,272
+2% +$119K 0.16% 104
2025
Q3 		$5.37M Buy
64,297
+22,380
+53% +$2.03M 0.14% 116
2025
Q2 		$4.23M Buy
41,917
+2,530
+6% +$249K 0.12% 136
2025
Q1 		$4.33M Sell
39,387
-6,871
-15% -$822K 0.14% 122
2024
Q4 		$5.83M Buy
46,258
+7,821
+20% +$1.03M 0.08% 240
2024
Q3 		$5.24M Sell
38,437
-7,788
-17% -$1.02M 0.19% 95
2024
Q2 		$6.33M Sell
46,225
-17,275
-27% -$2.47M 0.22% 84
2024
Q1 		$9.44M Sell
63,500
-3,583
-5% -$545K 0.34% 57
2023
Q4 		$10.5M Sell
67,083
-1,115
-2% -$169K 0.38% 47
2023
Q3 		$10.6M Sell
68,198
-1,890
-3% -$326K 0.48% 41
2023
Q2 		$12.6M Sell
70,088
-3,691
-5% -$655K 0.55% 35
2023
Q1 		$14.3M Buy
73,779
+53
+0.1% +$9.72K 0.69% 32
2022
Q4 		$12.8K Sell
73,726
-6,081
-8% -$1.05M ﹤0.01% 162
2022
Q3 		$12.9M Sell
79,807
-1,617
-2% -$306K 0.75% 28
2022
Q2 		$14.9M Sell
81,424
-6,991
-8% -$1.28M 0.83% 25
2022
Q1 		$19M Buy
88,415
+15,957
+22% +$3.39M 0.91% 20
2021
Q4 		$15.5M Sell
72,458
-815
-1% -$166K 0.77% 29
2021
Q3 		$13.3M Buy
73,273
+2,841
+4% +$561K 0.74% 27
2021
Q2 		$14.6M Sell
70,432
-1,712
-2% -$343K 0.8% 24
2021
Q1 		$12.3M Buy
72,144
+5,851
+9% +$946K 0.73% 30
2020
Q4 		$11.2M Buy
66,293
+3,986
+6% +$673K 0.76% 28
2020
Q3 		$10.4M Buy
62,307
+31,195
+100% +$4.54M 0.79% 29
2020
Q2 		$3.46M Buy
31,112
+158
+0.5% +$15.8K 0.37% 55
2020
Q1 		$2.89M Sell
30,954
-2,711
-8% -$281K 0.42% 52
2019
Q4 		$3.94M Buy
33,665
+2,817
+9% +$333K 0.17% 130
2019
Q3 		$3.7M Buy
30,848
+1,348
+5% +$154K 0.45% 46
2019
Q2 		$2.85M Buy
29,500
+644
+2% +$67K 0.41% 50
2019
Q1 		$3.22M Buy
28,856
+2,060
+8% +$218K 0.45% 50
2018
Q4 		$2.61M Buy
26,796
+192
+0.7% +$20.8K 0.46% 46
2018
Q3 		$2.93M Buy
26,604
+1,402
+6% +$165K 0.53% 41
2018
Q2 		$2.53M Buy
25,202
+1,707
+7% +$192K 0.53% 45
2018
Q1 		$2.44M Buy
23,495
+1,157
+5% +$134K 0.54% 42
2017
Q4 		$2.88M Buy
22,338
+1,844
+9% +$217K 0.64% 36
2017
Q3 		$2.4M Buy
20,494
+942
+5% +$107K 0.66% 36
2017
Q2 		$2.15M Sell
19,552
-549
-3% -$58.7K 0.69% 36
2017
Q1 		$2.15M Buy
20,101
+2,084
+12% +$228K 0.34% 79
2016
Q4 		$2.07M Buy
+18,017
New +$2.03M 0.89% 32

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

Independent Advisor Alliance's UPS Position: Q1 2026 in Review

Independent Advisor Alliance increased its United Parcel Service (UPS) stake by 1.9% in Q1 2026, buying an estimated $135K and bringing the position to 66,827 shares worth $6.57M. The position accounts for 0.07% of the portfolio, ranked #254.

Independent Advisor Alliance first reported a position in UPS in Q4 2016 and has held it in 38 quarters since. The position peaked at $19M in Q1 2022. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Independent Advisor Alliance held 66,827 shares of United Parcel Service worth $6.57M as of Q1 2026.
  • Independent Advisor Alliance bought 1,258 United Parcel Service shares in Q1 2026, an estimated $135K.
  • United Parcel Service made up 0.07% of Independent Advisor Alliance's portfolio in Q1 2026, its #254 holding.
  • Independent Advisor Alliance first reported a position in United Parcel Service in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's United Parcel Service position peaked at $19M in Q1 2022.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.