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Integrated Wealth Concepts’s United Parcel Service UPS Stock Holding History

Integrated Wealth Concepts’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 		$4.13M Sell
38,425
-5,366
-12% -$558K 0.03% 559
2026
Q1 		$4.31M Buy
43,791
+12,227
+39% +$1.31M 0.03% 475
2025
Q4 		$3.13M Sell
31,564
-18,186
-37% -$1.7M 0.04% 420
2025
Q3 		$4.16M Sell
49,750
-4,049
-8% -$367K 0.04% 427
2025
Q2 		$5.43M Buy
53,799
+6,382
+13% +$628K 0.05% 319
2025
Q1 		$5.22M Sell
47,417
-5,676
-11% -$679K 0.06% 304
2024
Q4 		$6.7M Buy
53,093
+4,897
+10% +$644K 0.08% 243
2024
Q3 		$6.57M Buy
48,196
+662
+1% +$86.9K 0.08% 234
2024
Q2 		$6.5M Sell
47,534
-9,871
-17% -$1.41M 0.09% 220
2024
Q1 		$8.53M Sell
57,405
-1,272
-2% -$193K 0.12% 182
2023
Q4 		$9.23M Sell
58,677
-2,125
-3% -$321K 0.15% 154
2023
Q3 		$9.48M Sell
60,802
-4,754
-7% -$821K 0.17% 145
2023
Q2 		$11.8M Buy
65,556
+578
+0.9% +$103K 0.2% 122
2023
Q1 		$12.6M Buy
64,978
+30,490
+88% +$5.59M 0.26% 95
2022
Q4 		$6M Buy
34,488
+19,297
+127% +$3.34M 0.16% 133
2022
Q3 		$2.45M Buy
15,191
+1,001
+7% +$190K 0.08% 237
2022
Q2 		$2.59M Buy
14,190
+1,325
+10% +$242K 0.08% 229
2022
Q1 		$2.76M Buy
12,865
+2,061
+19% +$438K 0.08% 206
2021
Q4 		$2.32M Buy
10,804
+908
+9% +$185K 0.07% 237
2021
Q3 		$1.8M Buy
9,896
+1,216
+14% +$240K 0.06% 260
2021
Q2 		$1.8M Buy
8,680
+21
+0.2% +$4.2K 0.06% 237
2021
Q1 		$1.47M Buy
8,659
+2,982
+53% +$482K 0.06% 236
2020
Q4 		$956K Buy
5,677
+741
+15% +$125K 0.05% 262
2020
Q3 		$822K Sell
4,936
-39
-0.8% -$5.68K 0.05% 249
2020
Q2 		$553K Sell
4,975
-728
-13% -$72.7K 0.04% 267
2020
Q1 		$533K Buy
5,703
+264
+5% +$27.4K 0.05% 220
2019
Q4 		$637K Buy
+5,439
New +$644K 0.05% 229
2019
Q3 		– Sell
-1,963
Closed -$203K – 440
2019
Q2 		$203K Buy
1,963
+155
+9% +$16.1K 0.03% 364
2019
Q1 		$202K Buy
+1,808
New +$192K 0.03% 316

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

Integrated Wealth Concepts's UPS Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its United Parcel Service (UPS) stake by 12% in Q2 2026, selling an estimated $558K and leaving 38,425 shares worth $4.13M. The position accounts for 0.03% of the portfolio, ranked #559.

Integrated Wealth Concepts first reported a position in UPS in Q1 2019 and has held it in 29 quarters since. The position peaked at $12.6M in Q1 2023. 2,143 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Integrated Wealth Concepts held 38,425 shares of United Parcel Service worth $4.13M as of Q2 2026.
  • Integrated Wealth Concepts sold 5,366 United Parcel Service shares in Q2 2026, an estimated $558K.
  • United Parcel Service made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #559 holding.
  • Integrated Wealth Concepts first reported a position in United Parcel Service in Q1 2019 and has held it in 29 quarters since.
  • Integrated Wealth Concepts's United Parcel Service position peaked at $12.6M in Q1 2023.
  • 2,143 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.