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Cannell & Spears’s United Parcel Service UPS Stock Holding History

Cannell & Spears’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
2025
Q2 		– Sell
-6,859
Closed -$754K – 419
2025
Q1 		$754K Buy
6,859
+28
+0.4% +$3.35K 0.02% 250
2024
Q4 		$861K Buy
6,831
+51
+0.8% +$6.71K 0.02% 250
2024
Q3 		$924K Hold
6,780
– – 0.02% 245
2024
Q2 		$928K Sell
6,780
-171
-2% -$24.5K 0.02% 226
2024
Q1 		$1.03M Sell
6,951
-425
-6% -$64.6K 0.02% 226
2023
Q4 		$1.16M Sell
7,376
-375
-5% -$56.7K 0.09% 87
2023
Q3 		$1.21M Hold
7,751
– – 0.1% 76
2023
Q2 		$1.39M Sell
7,751
-325
-4% -$57.7K 0.11% 77
2023
Q1 		$1.57M Sell
8,076
-71
-0.9% -$13K 0.14% 68
2022
Q4 		$1.42M Hold
8,147
– – 0.14% 73
2022
Q3 		$1.32M Hold
8,147
– – 0.13% 73
2022
Q2 		$1.49M Hold
8,147
– – 0.13% 75
2022
Q1 		$1.75M Hold
8,147
– – 0.13% 75
2021
Q4 		$1.75M Hold
8,147
– – 0.12% 80
2021
Q3 		$1.48M Buy
8,147
+61
+0.8% +$12K 0.11% 80
2021
Q2 		$1.68M Hold
8,086
– – 0.12% 81
2021
Q1 		$1.38M Buy
8,086
+110
+1% +$17.8K 0.11% 80
2020
Q4 		$1.34M Buy
7,976
+375
+5% +$63.3K 0.11% 80
2020
Q3 		$1.27M Buy
7,601
+125
+2% +$18.2K 0.12% 78
2020
Q2 		$831K Buy
7,476
+1,190
+19% +$119K 0.09% 90
2020
Q1 		$587K Sell
6,286
-62
-1% -$6.42K 0.07% 98
2019
Q4 		$743K Buy
6,348
+62
+1% +$7.34K 0.08% 80
2019
Q3 		$753K Hold
6,286
– – 0.09% 77
2019
Q2 		$649K Sell
6,286
-2,955
-32% -$307K 0.08% 84
2019
Q1 		$1.03M Hold
9,241
– – 0.13% 60
2018
Q4 		$901K Sell
9,241
-1,130
-11% -$123K 0.13% 61
2018
Q3 		$1.21M Sell
10,371
-242,997
-96% -$28.6M 0.14% 57
2018
Q2 		$26.9M Sell
253,368
-2,770
-1% -$311K 3.49% 11
2018
Q1 		$26.8M Sell
256,138
-1,237
-0.5% -$143K 3.49% 11
2017
Q4 		$30.7M Sell
257,375
-5,998
-2% -$705K 3.73% 11
2017
Q3 		$31.6M Buy
263,373
+290
+0.1% +$33K 3.78% 9
2017
Q2 		$29.1M Sell
263,083
-11,302
-4% -$1.21M 3.62% 12
2017
Q1 		$29.4M Buy
274,385
+9,690
+4% +$1.06M 3.72% 11
2016
Q4 		$30.3M Sell
264,695
-17,674
-6% -$1.99M 3.9% 11
2016
Q3 		$30.9M Sell
282,369
-17,340
-6% -$1.89M 3.89% 11
2016
Q2 		$32.3M Sell
299,709
-4,706
-2% -$490K 4.09% 10
2016
Q1 		$32.1M Sell
304,415
-77,787
-20% -$7.56M 3.92% 11
2015
Q4 		$36.8M Sell
382,202
-2,847
-0.7% -$291K 4.21% 9
2015
Q3 		$38M Buy
385,049
+22,831
+6% +$2.25M 4.34% 7
2015
Q2 		$35.1M Buy
362,218
+3,545
+1% +$352K 3.89% 10
2015
Q1 		$34.8M Buy
358,673
+3,070
+0.9% +$315K 4.16% 7
2014
Q4 		$39.5M Buy
355,603
+1,473
+0.4% +$155K 4.39% 3
2014
Q3 		$34.8M Buy
354,130
+11,618
+3% +$1.15M 4.16% 5
2014
Q2 		$35.2M Buy
342,512
+7,850
+2% +$788K 4.15% 5
2014
Q1 		$32.6M Sell
334,662
-8,985
-3% -$876K 4.1% 7
2013
Q4 		$36.1M Sell
343,647
-5,375
-2% -$529K 4.51% 4
2013
Q3 		$31.9M Buy
349,022
+128
+0% +$11.3K 4.15% 5
2013
Q2 		$30.2M Buy
+348,894
New +$29.9M 4.45% 7

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cannell & Spears's UPS Position: Q2 2025 in Review

Cannell & Spears sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 6,859 shares — an estimated $754K sold.

Cannell & Spears first reported a position in UPS in Q2 2013 and held it in 48 quarters. The position peaked at $39.5M in Q4 2014. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Cannell & Spears reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Cannell & Spears sold 6,859 United Parcel Service shares in Q2 2025, an estimated $754K.
  • Cannell & Spears first reported a position in United Parcel Service in Q2 2013 and held it in 48 quarters.
  • Cannell & Spears's United Parcel Service position peaked at $39.5M in Q4 2014.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Cannell & Spears's 13F filing for Q2 2025, filed 14 Aug 2025.