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IQ EQ Fund Management’s United Parcel Service UPS Stock Holding History

IQ EQ Fund 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 		$9.07M Buy
92,243
+1,123
+1% +$120K 0.69% 44
2025
Q4 		$9.04M Sell
91,120
-15,526
-15% -$1.45M 0.62% 50
2025
Q3 		$8.91M Buy
106,646
+19,660
+23% +$1.78M 0.6% 48
2025
Q2 		$8.78M Buy
86,986
+5,040
+6% +$496K 0.78% 33
2025
Q1 		$9.01M Buy
81,946
+5,206
+7% +$622K 1.06% 17
2024
Q4 		$9.68M Sell
76,740
-944
-1% -$124K 1.14% 15
2024
Q3 		$10.6M Buy
77,684
+10,271
+15% +$1.35M 1.1% 13
2024
Q2 		$9.23M Hold
67,413
– – 1.06% 14
2024
Q1 		$10M Sell
67,413
-695
-1% -$106K 1.14% 14
2023
Q4 		$10.7M Buy
68,108
+30,422
+81% +$4.6M 1.26% 8
2023
Q3 		$5.87M Buy
37,686
+1,665
+5% +$287K 1.21% 17
2023
Q2 		$6.46M Buy
36,021
+84
+0.2% +$14.9K 1.23% 16
2023
Q1 		$6.97M Sell
35,937
-853
-2% -$156K 1.34% 12
2022
Q4 		$6.4M Sell
36,790
-830
-2% -$144K 1.31% 14
2022
Q3 		$6.08M Sell
37,620
-598
-2% -$113K 1.37% 14
2022
Q2 		$6.98M Sell
38,218
-4,583
-11% -$836K 1.38% 17
2022
Q1 		$9.18M Sell
42,801
-3,073
-7% -$653K 1.5% 10
2021
Q4 		$9.83M Sell
45,874
-3,591
-7% -$730K 1.51% 10
2021
Q3 		$9.01M Sell
49,465
-207
-0.4% -$40.9K 1.37% 11
2021
Q2 		$10.3M Sell
49,672
-961
-2% -$192K 1.58% 7
2021
Q1 		$8.61M Sell
50,633
-3,175
-6% -$514K 1.52% 8
2020
Q4 		$9.06M Buy
53,808
+556
+1% +$93.8K 2.1% 8
2020
Q3 		$8.87M Sell
53,252
-348
-0.6% -$50.7K 2.66% 6
2020
Q2 		$5.96M Buy
53,600
+1,405
+3% +$140K 2% 11
2020
Q1 		$4.88M Buy
52,195
+2,030
+4% +$210K 2% 12
2019
Q4 		$5.87M Sell
50,165
-632
-1% -$74.8K 1.86% 11
2019
Q3 		$6.09M Buy
50,797
+862
+2% +$98.6K 1.97% 11
2019
Q2 		$5.16M Buy
+49,935
New +$5.19M 1.67% 12
2018
Q4 		$5.99M Sell
61,405
-11,431
-16% -$1.24M 2.19% 9
2018
Q3 		$8.84M Sell
72,836
-23,482
-24% -$2.76M 2.43% 9
2018
Q2 		$10.2M Buy
+96,318
New +$10.8M 2.74% 6
2017
Q1 		$18.1M Sell
149,449
-1,377
-0.9% -$150K 3.4% 7
2016
Q4 		$19.8M Sell
150,826
-1,669
-1% -$188K 3.6% 6
2016
Q3 		$17.9M Sell
152,495
-4,353
-3% -$475K 3.32% 7
2016
Q2 		$18.4M Buy
156,848
+15,463
+11% +$1.61M 3.46% 8
2016
Q1 		$15.9M Buy
141,385
+27,767
+24% +$2.7M 2.9% 9
2015
Q4 		$12.2M Sell
113,618
-478
-0.4% -$48.8K 2.09% 18
2015
Q3 		$12.2M Sell
114,096
-5,305
-4% -$524K 1.97% 22
2015
Q2 		$12.6M Sell
119,401
-10,344
-8% -$1.03M 1.81% 24
2015
Q1 		$14.2M Sell
129,745
-3,627
-3% -$372K 1.9% 23
2014
Q4 		$14.9M Buy
+133,372
New +$14.1M 2.15% 22

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IQ EQ Fund Management's UPS Position: Q1 2026 in Review

IQ EQ Fund Management increased its United Parcel Service (UPS) stake by 1.2% in Q1 2026, buying an estimated $120K and bringing the position to 92,243 shares worth $9.07M. The position accounts for 0.69% of the portfolio, ranked #44.

IQ EQ Fund Management first reported a position in UPS in Q4 2014 and has held it in 41 quarters since. The position peaked at $19.8M in Q4 2016. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • IQ EQ Fund Management held 92,243 shares of United Parcel Service worth $9.07M as of Q1 2026.
  • IQ EQ Fund Management bought 1,123 United Parcel Service shares in Q1 2026, an estimated $120K.
  • United Parcel Service made up 0.69% of IQ EQ Fund Management's portfolio in Q1 2026, its #44 holding.
  • IQ EQ Fund Management first reported a position in United Parcel Service in Q4 2014 and has held it in 41 quarters since.
  • IQ EQ Fund Management's United Parcel Service position peaked at $19.8M in Q4 2016.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on IQ EQ Fund Management's 13F filing for Q1 2026, filed 11 May 2026.