BFIC
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Bedell Frazier Investment Counselling’s United Parcel Service UPS Stock Holding History

Bedell Frazier Investment Counselling’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 		$250K Buy
+2,545
New +$273K 0.05% 119
2025
Q3 		– Sell
-2,060
Closed -$208K – 138
2025
Q2 		$208K Buy
+2,060
New +$203K 0.05% 108

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $178B AUM 37.23% 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

Bedell Frazier Investment Counselling's UPS Position: Q1 2026 in Review

Bedell Frazier Investment Counselling opened a new position in United Parcel Service (UPS) in Q1 2026: 2,545 shares worth $250K. The stake represents 0.05% of the portfolio and ranks #119 among its holdings. This is a return to the name: Bedell Frazier Investment Counselling previously reported a position in UPS as recently as Q2 2025.

Bedell Frazier Investment Counselling first reported a position in UPS in Q2 2025 and has held it in 2 quarters since. 2,103 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Bedell Frazier Investment Counselling held 2,545 shares of United Parcel Service worth $250K as of Q1 2026.
  • United Parcel Service was a new Bedell Frazier Investment Counselling position in Q1 2026.
  • United Parcel Service made up 0.05% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #119 holding.
  • Bedell Frazier Investment Counselling first reported a position in United Parcel Service in Q2 2025 and has held it in 2 quarters since.
  • 2,103 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.