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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Frazier Financial Advisors's UPS Position: Q1 2026 in Review

Frazier Financial Advisors reduced its United Parcel Service (UPS) stake by 14% in Q1 2026, selling an estimated $3.22K and leaving 179 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #338.

Frazier Financial Advisors first reported a position in UPS in Q4 2023 and has held it in 5 quarters since. The position peaked at $20.8K in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Frazier Financial Advisors held 179 shares of United Parcel Service worth $17.6K as of Q1 2026.
Frazier Financial Advisors sold 30 United Parcel Service shares in Q1 2026, an estimated $3.22K.
United Parcel Service made up 0.01% of Frazier Financial Advisors's portfolio in Q1 2026, its #338 holding.
Frazier Financial Advisors first reported a position in United Parcel Service in Q4 2023 and has held it in 5 quarters since.
Frazier Financial Advisors's United Parcel Service position peaked at $20.8K in Q4 2025.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.