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Iowa State Bank’s United Parcel Service UPS Stock Holding History

Iowa State Bank’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 		$3.45M Hold
32,060
– – 0.58% 49
2026
Q1 		$3.15M Sell
32,060
-128
-0.4% -$13.7K 0.58% 50
2025
Q4 		$3.19M Sell
32,188
-190
-0.6% -$17.8K 0.6% 48
2025
Q3 		$2.7M Sell
32,378
-16,288
-33% -$1.48M 0.51% 56
2025
Q2 		$4.91M Sell
48,666
-7,865
-14% -$774K 0.98% 33
2025
Q1 		$6.22M Sell
56,531
-2,418
-4% -$289K 1.32% 28
2024
Q4 		$7.43M Sell
58,949
-699
-1% -$92K 1.55% 22
2024
Q3 		$8.13M Sell
59,648
-20,681
-26% -$2.72M 1.67% 19
2024
Q2 		$11M Buy
80,329
+133
+0.2% +$19K 2.43% 8
2024
Q1 		$11.9M Sell
80,196
-219
-0.3% -$33.3K 2.64% 7
2023
Q4 		$12.6M Buy
80,415
+333
+0.4% +$50.3K 3.03% 7
2023
Q3 		$12.5M Sell
80,082
-389
-0.5% -$67.1K 3.24% 6
2023
Q2 		$14.4M Sell
80,471
-1,041
-1% -$185K 3.62% 6
2023
Q1 		$15.8M Sell
81,512
-4,663
-5% -$855K 3.96% 4
2022
Q4 		$15M Buy
86,175
+1,052
+1% +$182K 3.76% 3
2022
Q3 		$13.8M Buy
85,123
+312
+0.4% +$59.1K 3.91% 3
2022
Q2 		$15.5M Buy
84,811
+412
+0.5% +$75.1K 4.11% 1
2022
Q1 		$18.1M Sell
84,399
-778
-0.9% -$165K 4.2% 1
2021
Q4 		$18.3M Buy
85,177
+3,558
+4% +$724K 4.3% 1
2021
Q3 		$14.9M Buy
81,619
+99
+0.1% +$19.5K 4.16% 1
2021
Q2 		$17M Sell
81,520
-114
-0.1% -$22.8K 4.76% 1
2021
Q1 		$13.9M Sell
81,634
-736
-0.9% -$119K 4.17% 1
2020
Q4 		$13.9M Sell
82,370
-1,088
-1% -$184K 4.59% 2
2020
Q3 		$13.9M Sell
83,458
-10
-0% -$1.46K 5.38% 1
2020
Q2 		$9.28M Buy
83,468
+1,639
+2% +$164K 4.04% 3
2020
Q1 		$7.64M Buy
81,829
+711
+0.9% +$73.7K 3.59% 2
2019
Q4 		$9.5M Buy
81,118
+362
+0.4% +$42.9K 3.38% 3
2019
Q3 		$9.68M Sell
80,756
-558
-0.7% -$63.8K 3.67% 2
2019
Q2 		$8.4M Sell
81,314
-3
-0% -$312 3.74% 2
2019
Q1 		$9.09M Buy
81,317
+68
+0.1% +$7.21K 4.17% 1
2018
Q4 		$7.92M Buy
81,249
+303
+0.4% +$32.8K 4% 1
2018
Q3 		$9.45M Sell
80,946
-98
-0.1% -$11.5K 4.21% 1
2018
Q2 		$8.61M Sell
81,044
-299
-0.4% -$33.6K 4.11% 1
2018
Q1 		$8.51M Sell
81,343
-1,043
-1% -$121K 4.14% 1
2017
Q4 		$9.82M Buy
82,386
+435
+0.5% +$51.1K 4.42% 1
2017
Q3 		$9.84M Sell
81,951
-213
-0.3% -$24.2K 4.64% 1
2017
Q2 		$9.09M Sell
82,164
-246
-0.3% -$26.3K 4.35% 1
2017
Q1 		$8.84M Buy
82,410
+920
+1% +$101K 4.33% 1
2016
Q4 		$9.34M Buy
81,490
+589
+0.7% +$66.4K 4.79% 1
2016
Q3 		$8.85M Buy
80,901
+264
+0.3% +$28.8K 4.74% 1
2016
Q2 		$8.69M Buy
80,637
+327
+0.4% +$34K 4.7% 1
2016
Q1 		$8.47M Buy
80,310
+165
+0.2% +$16K 4.78% 1
2015
Q4 		$7.71M Buy
80,145
+1,209
+2% +$124K 4.57% 1
2015
Q3 		$7.79M Buy
78,936
+794
+1% +$78.4K 5.33% 1
2015
Q2 		$7.57M Buy
78,142
+177
+0.2% +$17.6K 4.77% 1
2015
Q1 		$7.56M Buy
77,965
+520
+0.7% +$53.4K 4.81% 1
2014
Q4 		$8.61M Buy
77,445
+558
+0.7% +$58.9K 5.43% 1
2014
Q3 		$7.56M Buy
76,887
+185
+0.2% +$18.4K 5.05% 1
2014
Q2 		$7.87M Buy
76,702
+2,019
+3% +$203K 5.32% 1
2014
Q1 		$7.27M Buy
74,683
+1,085
+1% +$106K 5.18% 1
2013
Q4 		$7.73M Sell
73,598
-191
-0.3% -$18.8K 5.68% 1
2013
Q3 		$6.74M Buy
73,789
+925
+1% +$81.3K 5.28% 1
2013
Q2 		$6.3M Buy
+72,864
New +$6.25M 5.19% 1

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

Iowa State Bank's UPS Position: Q2 2026 in Review

Iowa State Bank held its United Parcel Service (UPS) position steady in Q2 2026 at 32,060 shares worth $3.45M. The position accounts for 0.58% of the portfolio, ranked #49.

Iowa State Bank first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.3M in Q4 2021. 887 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Iowa State Bank held 32,060 shares of United Parcel Service worth $3.45M as of Q2 2026.
  • Iowa State Bank left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.58% of Iowa State Bank's portfolio in Q2 2026, its #49 holding.
  • Iowa State Bank first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • Iowa State Bank's United Parcel Service position peaked at $18.3M in Q4 2021.
  • 887 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Iowa State Bank's 13F filing for Q2 2026, filed 28 Jul 2026.