IFG
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Independent Financial Group’s United Parcel Service UPS Stock Holding History

Independent Financial Group’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 		$1.77M Sell
16,507
-235
-1% -$24.4K 0.03% 486
2026
Q1 		$1.65M Sell
16,742
-1,046
-6% -$112K 0.04% 456
2025
Q4 		$1.76M Buy
17,788
+124
+0.7% +$11.6K 0.04% 425
2025
Q3 		$1.48M Sell
17,664
-2,353
-12% -$213K 0.04% 481
2025
Q2 		$2.02M Buy
20,017
+6,172
+45% +$607K 0.06% 335
2025
Q1 		$1.52M Buy
13,845
+1,672
+14% +$200K 0.05% 361
2024
Q4 		$1.54M Buy
12,173
+149
+1% +$19.6K 0.05% 356
2024
Q3 		$1.64M Sell
12,024
-2,547
-17% -$334K 0.06% 318
2024
Q2 		$1.99M Buy
14,571
+4,894
+51% +$701K 0.08% 237
2024
Q1 		$1.44M Buy
9,677
+1,171
+14% +$178K 0.07% 287
2023
Q4 		$1.34M Buy
8,506
+140
+2% +$21.2K 0.07% 285
2023
Q3 		$1.3M Buy
8,366
+29
+0.3% +$5.01K 0.08% 261
2023
Q2 		$1.49M Sell
8,337
-178
-2% -$31.6K 0.1% 220
2023
Q1 		$1.65M Buy
8,515
+334
+4% +$61.3K 0.13% 175
2022
Q4 		$1.42M Buy
8,181
+35
+0.4% +$6.06K 0.12% 166
2022
Q3 		$1.32M Sell
8,146
-19
-0.2% -$3.6K 0.12% 170
2022
Q2 		$1.49M Buy
8,165
+1,507
+23% +$275K 0.16% 150
2022
Q1 		$1.43M Buy
6,658
+277
+4% +$58.9K 0.12% 178
2021
Q4 		$1.37M Sell
6,381
-1,660
-21% -$338K 0.11% 184
2021
Q3 		$1.46M Sell
8,041
-375
-4% -$74K 0.15% 139
2021
Q2 		$1.75M Buy
8,416
+1,931
+30% +$386K 0.19% 124
2021
Q1 		$1.1M Buy
6,485
+1,610
+33% +$260K 0.14% 178
2020
Q4 		$821K Buy
4,875
+1,925
+65% +$325K 0.12% 193
2020
Q3 		$492K Sell
2,950
-744
-20% -$108K 0.09% 238
2020
Q2 		$411K Buy
3,694
+344
+10% +$34.3K 0.09% 253
2020
Q1 		$313K Buy
+3,350
New +$347K 0.09% 247

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Financial Group's UPS Position: Q2 2026 in Review

Independent Financial Group reduced its United Parcel Service (UPS) stake by 1.4% in Q2 2026, selling an estimated $24.4K and leaving 16,507 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #486.

Independent Financial Group first reported a position in UPS in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.02M in Q2 2025. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Independent Financial Group held 16,507 shares of United Parcel Service worth $1.77M as of Q2 2026.
  • Independent Financial Group sold 235 United Parcel Service shares in Q2 2026, an estimated $24.4K.
  • United Parcel Service made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #486 holding.
  • Independent Financial Group first reported a position in United Parcel Service in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's United Parcel Service position peaked at $2.02M in Q2 2025.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.