IAIM
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International Assets Investment Management’s United Parcel Service UPS Stock Holding History

International Assets Investment 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 		$11.4M Buy
104,367
+3,865
+4% +$402K 0.68% 21
2026
Q1 		$9.84M Buy
100,502
+152
+0.2% +$16.3K 0.68% 22
2025
Q4 		$9.95M Sell
100,350
-8,770
-8% -$820K 0.68% 20
2025
Q3 		$11.4M Hold
109,120
– – 0.92% 17
2025
Q2 		$11M Buy
109,120
+1,038
+1% +$102K 0.89% 18
2025
Q1 		$11.9M Buy
108,082
+1,695
+2% +$203K 1.04% 11
2024
Q4 		$13.2M Sell
106,387
-14,525,074
-99% -$1.91B 1.1% 9
2024
Q3 		$107K Buy
14,631,461
+14,539,321
+15,780% +$1.91B 0.29% 84
2024
Q2 		$12.6M Buy
92,140
+2,954
+3% +$423K 1.19% 8
2024
Q1 		$13.2M Sell
89,186
-3,050
-3% -$464K 1.38% 7
2023
Q4 		$14.5M Buy
92,236
+48
+0.1% +$7.26K 1.84% 5
2023
Q3 		$14.1M Buy
92,188
+154
+0.2% +$26.6K 1.92% 7
2023
Q2 		$16.5M Buy
+92,034
New +$16.3M 2.22% 7
2023
Q1 		– Sell
-96,557
Closed -$16.8M – 1359
2022
Q4 		$16.8M Buy
+96,557
New +$16.7M 1.74% 8
2022
Q3 		– Sell
-7,520
Closed -$1.37K – 560
2022
Q2 		$1.37K Buy
7,520
+32
+0.4% +$5.84K 0.12% 75
2022
Q1 		$1.61M Buy
7,488
+98
+1% +$20.8K 0.29% 76
2021
Q4 		$1.58M Sell
7,390
-509
-6% -$104K 0.28% 80
2021
Q3 		$1.43M Buy
7,899
+679
+9% +$134K 0.25% 91
2021
Q2 		$1.5M Sell
7,220
-192,265
-96% -$38.5M 0.28% 79
2021
Q1 		$33.7M Buy
199,485
+97,403
+95% +$15.8M 3.11% 3
2020
Q4 		$17.2M Buy
102,082
+4,871
+5% +$822K 3.13% 3
2020
Q3 		$16.2M Buy
97,211
+1,208
+1% +$176K 4.03% 3
2020
Q2 		$10.7M Sell
96,003
-554
-0.6% -$55.3K 2.55% 6
2020
Q1 		$9.02M Buy
+96,557
New +$10M 2.76% 5

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

International Assets Investment Management's UPS Position: Q2 2026 in Review

International Assets Investment Management increased its United Parcel Service (UPS) stake by 3.8% in Q2 2026, buying an estimated $402K and bringing the position to 104,367 shares worth $11.4M. The position accounts for 0.68% of the portfolio, ranked #21.

International Assets Investment Management first reported a position in UPS in Q1 2020 and has held it in 24 quarters since. The position peaked at $33.7M in Q1 2021. 926 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • International Assets Investment Management held 104,367 shares of United Parcel Service worth $11.4M as of Q2 2026.
  • International Assets Investment Management bought 3,865 United Parcel Service shares in Q2 2026, an estimated $402K.
  • United Parcel Service made up 0.68% of International Assets Investment Management's portfolio in Q2 2026, its #21 holding.
  • International Assets Investment Management first reported a position in United Parcel Service in Q1 2020 and has held it in 24 quarters since.
  • International Assets Investment Management's United Parcel Service position peaked at $33.7M in Q1 2021.
  • 926 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.