FFA
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Frazier Financial Advisors’s United Parcel Service UPS Stock Holding History

Frazier Financial 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 		$18.9K Sell
176
-3
-2% -$312 0.01% 316
2026
Q1 		$17.6K Sell
179
-30
-14% -$3.22K 0.01% 338
2025
Q4 		$20.8K Buy
+209
New +$19.5K 0.01% 271
2024
Q3 		– Sell
-6
Closed -$822 – 1041
2024
Q2 		$822 Hold
6
– – ﹤0.01% 870
2024
Q1 		$892 Hold
6
– – ﹤0.01% 815
2023
Q4 		$944 Buy
+6
New +$907 ﹤0.01% 764

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

Frazier Financial Advisors's UPS Position: Q2 2026 in Review

Frazier Financial Advisors reduced its United Parcel Service (UPS) stake by 1.7% in Q2 2026, selling an estimated $312 and leaving 176 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #316.

Frazier Financial Advisors first reported a position in UPS in Q4 2023 and has held it in 6 quarters since. The position peaked at $20.8K in Q4 2025. 2,143 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Frazier Financial Advisors held 176 shares of United Parcel Service worth $18.9K as of Q2 2026.
  • Frazier Financial Advisors sold 3 United Parcel Service shares in Q2 2026, an estimated $312.
  • United Parcel Service made up 0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #316 holding.
  • Frazier Financial Advisors first reported a position in United Parcel Service in Q4 2023 and has held it in 6 quarters since.
  • Frazier Financial Advisors's United Parcel Service position peaked at $20.8K in Q4 2025.
  • 2,143 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.