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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
Q2 		$6.99K Sell
65
-10
-13% -$1.04K ﹤0.01% 839
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bell Investment Advisors's UPS Position: Q2 2026 in Review

Bell Investment Advisors reduced its United Parcel Service (UPS) stake by 13% in Q2 2026, selling an estimated $1.04K and leaving 65 shares worth $6.99K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Bell Investment Advisors first reported a position in UPS in Q3 2021 and has held it in 19 quarters since. The position peaked at $48.1K in Q1 2023. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Bell Investment Advisors held 65 shares of United Parcel Service worth $6.99K as of Q2 2026.
  • Bell Investment Advisors sold 10 United Parcel Service shares in Q2 2026, an estimated $1.04K.
  • United Parcel Service made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #839 holding.
  • Bell Investment Advisors first reported a position in United Parcel Service in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's United Parcel Service position peaked at $48.1K in Q1 2023.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.