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Bellevue Asset Management’s United Parcel Service UPS Stock Holding History

Bellevue Asset Management’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 		$156K Buy
1,449
+376
+35% +$39.1K 0.07% 94
2026
Q1 		$106K Buy
1,073
+5
+0.5% +$536 0.05% 107
2025
Q4 		$106K Sell
1,068
-45
-4% -$4.21K 0.03% 106
2025
Q3 		$93K Buy
1,113
+55
+5% +$4.98K 0.04% 111
2025
Q2 		$107K Buy
1,058
+4
+0.4% +$394 0.05% 102
2025
Q1 		$116K Buy
1,054
+3
+0.3% +$359 0.06% 95
2024
Q4 		$133K Sell
1,051
-8
-0.8% -$1.05K 0.07% 87
2024
Q3 		$144K Sell
1,059
-98
-8% -$12.9K 0.07% 80
2024
Q2 		$158K Buy
1,157
+1
+0.1% +$143 0.09% 76
2024
Q1 		$172K Sell
1,156
-180
-13% -$27.4K 0.1% 72
2023
Q4 		$210K Sell
1,336
-222
-14% -$33.6K 0.19% 60
2023
Q3 		$243K Sell
1,558
-87
-5% -$15K 0.16% 50
2023
Q2 		$295K Sell
1,645
-123
-7% -$21.8K 0.19% 44
2023
Q1 		$343K Sell
1,768
-250
-12% -$45.9K 0.23% 39
2022
Q4 		$348K Buy
2,018
+1
+0% +$173 0.27% 38
2022
Q3 		$326K Buy
2,017
+1
+0% +$189 0.25% 42
2022
Q2 		$369K Buy
2,016
+1,112
+123% +$203K 0.27% 43
2022
Q1 		$196K Buy
904
+1
+0.1% +$212 0.12% 71
2021
Q4 		$194K Sell
903
-580
-39% -$118K 0.11% 71
2021
Q3 		$273K Hold
1,483
– – 0.17% 60
2021
Q2 		$308K Buy
1,483
+1
+0.1% +$200 0.19% 56
2021
Q1 		$253K Buy
1,482
+1
+0.1% +$162 0.16% 65
2020
Q4 		$239K Sell
1,481
-55
-4% -$9.28K 0.15% 63
2020
Q3 		$256K Hold
1,536
– – 0.18% 58
2020
Q2 		$171K Sell
1,536
-25
-2% -$2.5K 0.18% 76
2020
Q1 		$161K Hold
1,561
– – 0.17% 81
2019
Q4 		$183K Buy
+1,561
New +$185K 0.14% 72

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 $3.37T AUM 44.26% 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

Bellevue Asset Management's UPS Position: Q2 2026 in Review

Bellevue Asset Management increased its United Parcel Service (UPS) stake by 35% in Q2 2026, buying an estimated $39.1K and bringing the position to 1,449 shares worth $156K. The position accounts for 0.07% of the portfolio, ranked #94.

Bellevue Asset Management first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $369K in Q2 2022. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Bellevue Asset Management held 1,449 shares of United Parcel Service worth $156K as of Q2 2026.
  • Bellevue Asset Management bought 376 United Parcel Service shares in Q2 2026, an estimated $39.1K.
  • United Parcel Service made up 0.07% of Bellevue Asset Management's portfolio in Q2 2026, its #94 holding.
  • Bellevue Asset Management first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
  • Bellevue Asset Management's United Parcel Service position peaked at $369K in Q2 2022.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.