Independent Solutions Wealth Management’s United Parcel Service UPS Stock Holding History

Independent Solutions 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	–	Sell	-20,921	Closed	-$2.06M	–	202
2026 Q1	$2.06M	Buy	+20,921	New	+$2.24M	0.3%	88
2024 Q3	–	Sell	-11,707	Closed	-$1.6M	–	175
2024 Q2	$1.6M	Buy	11,707 +423	+4%	+$60.6K	0.37%	82
2024 Q1	$1.68M	Buy	11,284 +7,369	+188%	+$1.12M	0.4%	73
2023 Q4	$616K	Sell	3,915 -2,777	-41%	-$420K	0.16%	111
2023 Q3	$1.04M	Sell	6,692 -2,043	-23%	-$353K	0.27%	88
2023 Q2	$1.57M	Buy	8,735 +7,409	+559%	+$1.32M	0.39%	59
2023 Q1	$257K	Sell	1,326 -18	-1%	-$3.3K	0.08%	181
2022 Q4	$234K	Hold	1,344	–	–	0.07%	195
2022 Q3	$217K	Buy	1,344 +120	+10%	+$22.7K	0.07%	198
2022 Q2	$223K	Buy	1,224 +254	+26%	+$46.3K	0.07%	197
2022 Q1	$208K	Buy	+970	New	+$206K	0.05%	209

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

Independent Solutions Wealth Management's UPS Position: Q2 2026 in Review

Independent Solutions Wealth Management sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 20,921 shares — an estimated $2.06M sold.

Independent Solutions Wealth Management first reported a position in UPS in Q1 2022 and held it in 11 quarters. The position peaked at $2.06M in Q1 2026. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Independent Solutions Wealth Management reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
Independent Solutions Wealth Management sold 20,921 United Parcel Service shares in Q2 2026, an estimated $2.06M.
Independent Solutions Wealth Management first reported a position in United Parcel Service in Q1 2022 and held it in 11 quarters.
Independent Solutions Wealth Management's United Parcel Service position peaked at $2.06M in Q1 2026.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.