Cranbrook Wealth Management’s United Parcel Service UPS Stock Holding History

Cranbrook Wealth 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
2025 Q4	–	Sell	-147	Closed	-$12.3K	–	409
2025 Q3	$12.3K	Buy	+147	New	+$13.3K	﹤0.01%	289
2025 Q2	–	Sell	-28	Closed	-$3.08K	–	446
2025 Q1	$3.08K	Buy	+28	New	+$3.35K	﹤0.01%	348
2021 Q4	–	Sell	-35	Closed	-$6K	–	424
2021 Q3	$6K	Buy	+35	New	+$6.91K	﹤0.01%	329
2021 Q2	–	Sell	-16	Closed	-$3K	–	387
2021 Q1	$3K	Buy	+16	New	+$2.59K	﹤0.01%	343

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cranbrook Wealth Management's UPS Position: Q4 2025 in Review

Cranbrook Wealth Management sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 147 shares — an estimated $12.3K sold.

Cranbrook Wealth Management first reported a position in UPS in Q1 2021 and held it in 4 quarters. The position peaked at $12.3K in Q3 2025. 2,119 funds tracked by Wall St. Rank hold UPS as of Q4 2025.

Cranbrook Wealth Management reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
Cranbrook Wealth Management sold 147 United Parcel Service shares in Q4 2025, an estimated $12.3K.
Cranbrook Wealth Management first reported a position in United Parcel Service in Q1 2021 and held it in 4 quarters.
Cranbrook Wealth Management's United Parcel Service position peaked at $12.3K in Q3 2025.
2,119 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.

Based on Cranbrook Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.