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Bard Associates’s United Parcel Service UPS Stock Holding History

Bard Associates’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 		$65.9K Hold
613
– – 0.01% 171
2026
Q1 		$60.3K Hold
613
– – 0.02% 165
2025
Q4 		$60.8K Buy
+613
New +$57.3K 0.02% 139
2023
Q2 		– Sell
-1,064
Closed -$206K – 190
2023
Q1 		$206K Buy
+1,064
New +$195K 0.09% 162

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

Bard Associates's UPS Position: Q2 2026 in Review

Bard Associates held its United Parcel Service (UPS) position steady in Q2 2026 at 613 shares worth $65.9K. The position accounts for 0.01% of the portfolio, ranked #171.

Bard Associates first reported a position in UPS in Q1 2023 and has held it in 4 quarters since. The position peaked at $206K in Q1 2023. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Bard Associates held 613 shares of United Parcel Service worth $65.9K as of Q2 2026.
  • Bard Associates left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.01% of Bard Associates's portfolio in Q2 2026, its #171 holding.
  • Bard Associates first reported a position in United Parcel Service in Q1 2023 and has held it in 4 quarters since.
  • Bard Associates's United Parcel Service position peaked at $206K in Q1 2023.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.