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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Solutions Wealth Management's UPS Position: Q1 2026 in Review

Independent Solutions Wealth Management opened a new position in United Parcel Service (UPS) in Q1 2026: 20,921 shares worth $2.06M. The stake represents 0.3% of the portfolio and ranks #88 among its holdings. This is a return to the name: Independent Solutions Wealth Management previously reported a position in UPS as recently as Q2 2024.

Independent Solutions Wealth Management first reported a position in UPS in Q1 2022 and has held it in 11 quarters since. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Independent Solutions Wealth Management held 20,921 shares of United Parcel Service worth $2.06M as of Q1 2026.
United Parcel Service was a new Independent Solutions Wealth Management position in Q1 2026.
United Parcel Service made up 0.3% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #88 holding.
Independent Solutions Wealth Management first reported a position in United Parcel Service in Q1 2022 and has held it in 11 quarters since.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.