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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
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 $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

Bard Associates's UPS Position: Q1 2026 in Review

Bard Associates held its United Parcel Service (UPS) position steady in Q1 2026 at 613 shares worth $60.3K. The position accounts for 0.02% of the portfolio, ranked #165.

Bard Associates first reported a position in UPS in Q1 2023 and has held it in 3 quarters since. The position peaked at $206K in Q1 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Bard Associates held 613 shares of United Parcel Service worth $60.3K as of Q1 2026.
  • Bard Associates left its United Parcel Service share count unchanged in Q1 2026.
  • United Parcel Service made up 0.02% of Bard Associates's portfolio in Q1 2026, its #165 holding.
  • Bard Associates first reported a position in United Parcel Service in Q1 2023 and has held it in 3 quarters since.
  • Bard Associates's United Parcel Service position peaked at $206K in Q1 2023.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Bard Associates's 13F filing for Q1 2026, filed 8 May 2026.