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

Bare 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
2026 Q2	$19.8K	Buy	184 +147	+397%	+$15.3K	﹤0.01%	277
2026 Q1	$3.64K	Buy	37 +9	+32%	+$965	﹤0.01%	775
2025 Q4	$2.78K	Sell	28 -53	-65%	-$4.96K	﹤0.01%	751
2025 Q3	$6.77K	Buy	81 +11	+16%	+$996	﹤0.01%	404
2025 Q2	$7.07K	Buy	70 +52	+289%	+$5.12K	﹤0.01%	302
2025 Q1	$1.98K	Buy	+18	New	+$2.15K	﹤0.01%	272

Other funds holding UPS

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Bare Financial Services's UPS Position: Q2 2026 in Review

Bare Financial Services increased its United Parcel Service (UPS) stake by 397% in Q2 2026, buying an estimated $15.3K and bringing the position to 184 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Bare Financial Services first reported a position in UPS in Q1 2025 and has held it in 6 quarters since. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Bare Financial Services held 184 shares of United Parcel Service worth $19.8K as of Q2 2026.
Bare Financial Services bought 147 United Parcel Service shares in Q2 2026, an estimated $15.3K.
United Parcel Service made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #277 holding.
Bare Financial Services first reported a position in United Parcel Service in Q1 2025 and has held it in 6 quarters since.
882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.