Bard Financial Services’s United Parcel Service UPS Stock Holding History

Bard Financial Services’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
2025 Q3	$725K	Buy	8,675 +1,150	+15%	+$104K	0.08%	130
2025 Q2	$760K	Sell	7,525 -625	-8%	-$61.5K	0.09%	127
2025 Q1	$896K	Buy	8,150 +4,725	+138%	+$565K	0.11%	122
2024 Q4	$432K	Hold	3,425	–	–	0.05%	155
2024 Q3	$467K	Sell	3,425 -31,900	-90%	-$4.19M	0.06%	148
2024 Q2	$4.83M	Hold	35,325	–	–	0.5%	52
2024 Q1	$5.25M	Hold	35,325	–	–	0.56%	49
2023 Q4	$5.55M	Sell	35,325 -125	-0.4%	-$18.9K	0.62%	44
2023 Q3	$5.53M	Hold	35,450	–	–	0.68%	42
2023 Q2	$6.35M	Hold	35,450	–	–	0.48%	61
2023 Q1	$6.88M	Hold	35,450	–	–	0.55%	52
2022 Q4	$6.16M	Buy	35,450 +250	+0.7%	+$43.3K	0.52%	51
2022 Q3	$5.69M	Hold	35,200	–	–	0.53%	50
2022 Q2	$6.42M	Hold	35,200	–	–	0.59%	45
2022 Q1	$7.55M	Buy	35,200 +1,250	+4%	+$266K	0.61%	47
2021 Q4	$7.28M	Hold	33,950	–	–	0.59%	47
2021 Q3	$6.18M	Hold	33,950	–	–	0.55%	52
2021 Q2	$7.06M	Hold	33,950	–	–	0.63%	47
2021 Q1	$5.77M	Hold	33,950	–	–	0.56%	52
2020 Q4	$5.72M	Buy	+33,950	New	+$5.73M	0.57%	47

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bard Financial Services's UPS Position: Q3 2025 in Review

Bard Financial Services increased its United Parcel Service (UPS) stake by 15% in Q3 2025, buying an estimated $104K and bringing the position to 8,675 shares worth $725K. The position accounts for 0.08% of the portfolio, ranked #130.

Bard Financial Services first reported a position in UPS in Q4 2020 and has held it in 20 quarters since. The position peaked at $7.55M in Q1 2022. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

Bard Financial Services held 8,675 shares of United Parcel Service worth $725K as of Q3 2025.
Bard Financial Services bought 1,150 United Parcel Service shares in Q3 2025, an estimated $104K.
United Parcel Service made up 0.08% of Bard Financial Services's portfolio in Q3 2025, its #130 holding.
Bard Financial Services first reported a position in United Parcel Service in Q4 2020 and has held it in 20 quarters since.
Bard Financial Services's United Parcel Service position peaked at $7.55M in Q1 2022.
1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.