IFWM
UPS icon

Institute for Wealth Management’s United Parcel Service UPS Stock Holding History

Institute for 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 		$529K Sell
4,920
-242
-5% -$25.2K 0.05% 314
2026
Q1 		$508K Sell
5,162
-90
-2% -$9.65K 0.05% 316
2025
Q4 		$521K Sell
5,252
-1,320
-20% -$123K 0.06% 309
2025
Q3 		$549K Sell
6,572
-1,564
-19% -$142K 0.06% 304
2025
Q2 		$821K Sell
8,136
-1,523
-16% -$150K 0.09% 227
2025
Q1 		$1.06M Sell
9,659
-575
-6% -$68.8K 0.14% 173
2024
Q4 		$1.29M Sell
10,234
-2,763
-21% -$364K 0.16% 131
2024
Q3 		$1.77M Sell
12,997
-277
-2% -$36.4K 0.22% 103
2024
Q2 		$1.82M Buy
13,274
+330
+3% +$47.2K 0.24% 89
2024
Q1 		$1.92M Buy
12,944
+69
+0.5% +$10.5K 0.25% 86
2023
Q4 		$2.02M Sell
12,875
-1
-0% -$151 0.33% 72
2023
Q3 		$2.01M Hold
12,876
– – 0.36% 67
2023
Q2 		$2.31M Sell
12,876
-134
-1% -$23.8K 0.39% 59
2023
Q1 		$2.52M Sell
13,010
-206
-2% -$37.8K 0.48% 43
2022
Q4 		$2.3M Buy
13,216
+85
+0.6% +$14.7K 0.48% 45
2022
Q3 		$2.12M Sell
13,131
-16
-0.1% -$3.03K 0.48% 46
2022
Q2 		$2.4M Sell
13,147
-338
-3% -$61.6K 0.47% 42
2022
Q1 		$2.89M Buy
13,485
+105
+0.8% +$22.3K 0.47% 46
2021
Q4 		$2.87M Buy
13,380
+34
+0.3% +$6.92K 0.47% 46
2021
Q3 		$2.43M Sell
13,346
-4
-0% -$790 0.43% 52
2021
Q2 		$2.78M Buy
13,350
+208
+2% +$41.6K 0.49% 48
2021
Q1 		$2.23M Buy
13,142
+916
+7% +$148K 0.42% 57
2020
Q4 		$2.06M Buy
12,226
+2,598
+27% +$438K 0.41% 60
2020
Q3 		$1.6M Buy
9,628
+305
+3% +$44.4K 0.37% 63
2020
Q2 		$1.04M Buy
9,323
+361
+4% +$36K 0.25% 106
2020
Q1 		$837K Sell
8,962
-993
-10% -$103K 0.26% 106
2019
Q4 		$1.17M Sell
9,955
-19
-0.2% -$2.25K 0.26% 103
2019
Q3 		$1.2M Sell
9,974
-911
-8% -$104K 0.3% 92
2019
Q2 		$1.12M Sell
10,885
-715
-6% -$74.4K 0.25% 118
2019
Q1 		$1.3M Buy
+11,600
New +$1.23M 0.28% 94
2018
Q4 		– Sell
-10,927
Closed -$1.28M – 341
2018
Q3 		$1.28M Buy
10,927
+126
+1% +$14.8K 0.43% 82
2018
Q2 		$1.15M Sell
10,801
-2
-0% -$225 0.37% 91
2018
Q1 		$1.22M Sell
10,803
-636
-6% -$73.5K 0.36% 92
2017
Q4 		$1.36M Buy
11,439
+915
+9% +$108K 0.31% 96
2017
Q3 		$1.26M Buy
10,524
+52
+0.5% +$5.91K 0.41% 79
2017
Q2 		$1.15M Buy
+10,472
New +$1.12M 0.32% 92

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Institute for Wealth Management's UPS Position: Q2 2026 in Review

Institute for Wealth Management reduced its United Parcel Service (UPS) stake by 4.7% in Q2 2026, selling an estimated $25.2K and leaving 4,920 shares worth $529K. The position accounts for 0.05% of the portfolio, ranked #314.

Institute for Wealth Management first reported a position in UPS in Q2 2017 and has held it in 36 quarters since. The position peaked at $2.89M in Q1 2022. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Institute for Wealth Management held 4,920 shares of United Parcel Service worth $529K as of Q2 2026.
  • Institute for Wealth Management sold 242 United Parcel Service shares in Q2 2026, an estimated $25.2K.
  • United Parcel Service made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #314 holding.
  • Institute for Wealth Management first reported a position in United Parcel Service in Q2 2017 and has held it in 36 quarters since.
  • Institute for Wealth Management's United Parcel Service position peaked at $2.89M in Q1 2022.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.