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Bell Investment Advisors’s United Parcel Service UPS Stock Holding History

Bell Investment Advisors’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 		$7.38K Sell
75
-50
-40% -$5.36K ﹤0.01% 808
2025
Q4 		$12.4K Buy
125
+61
+95% +$5.71K ﹤0.01% 614
2025
Q3 		$5.35K Sell
64
-164
-72% -$14.9K ﹤0.01% 905
2025
Q2 		$23K Buy
228
+48
+27% +$4.72K ﹤0.01% 387
2025
Q1 		$19.8K Buy
180
+91
+102% +$10.9K ﹤0.01% 391
2024
Q4 		$11.2K Sell
89
-22
-20% -$2.9K ﹤0.01% 557
2024
Q3 		$15.1K Sell
111
-32
-22% -$4.2K ﹤0.01% 468
2024
Q2 		$19.6K Sell
143
-22
-13% -$3.15K ﹤0.01% 401
2024
Q1 		$24.5K Buy
165
+8
+5% +$1.22K ﹤0.01% 340
2023
Q4 		$24.7K Sell
157
-36
-19% -$5.44K 0.01% 308
2023
Q3 		$30.1K Sell
193
-6
-3% -$1.04K 0.01% 245
2023
Q2 		$35.7K Sell
199
-49
-20% -$8.7K 0.01% 208
2023
Q1 		$48.1K Buy
248
+10
+4% +$1.83K 0.01% 167
2022
Q4 		$41.4K Buy
238
+5
+2% +$866 0.01% 190
2022
Q3 		$38K Buy
233
+25
+12% +$4.73K 0.01% 170
2022
Q2 		$38K Buy
+208
New +$37.9K 0.01% 166
2021
Q4 		$41K Buy
191
+5
+3% +$1.02K 0.01% 182
2021
Q3 		$34K Buy
+186
New +$36.7K 0.01% 197

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

Bell Investment Advisors's UPS Position: Q1 2026 in Review

Bell Investment Advisors reduced its United Parcel Service (UPS) stake by 40% in Q1 2026, selling an estimated $5.36K and leaving 75 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Bell Investment Advisors first reported a position in UPS in Q3 2021 and has held it in 18 quarters since. The position peaked at $48.1K in Q1 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Bell Investment Advisors held 75 shares of United Parcel Service worth $7.38K as of Q1 2026.
  • Bell Investment Advisors sold 50 United Parcel Service shares in Q1 2026, an estimated $5.36K.
  • United Parcel Service made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #808 holding.
  • Bell Investment Advisors first reported a position in United Parcel Service in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's United Parcel Service position peaked at $48.1K in Q1 2023.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.