Cutter & Co Brokerage’s United Parcel Service UPS Stock Holding History

Cutter & Co Brokerage’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	-1,889	Closed	-$208K	–	159
2025 Q1	$208K	Buy	+1,889	New	+$226K	0.05%	166

Other funds holding UPS

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Cutter & Co Brokerage's UPS Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 1,889 shares — an estimated $208K sold.

Cutter & Co Brokerage first reported a position in UPS in Q1 2025 and held it in 1 quarter. The position peaked at $208K in Q1 2025. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Cutter & Co Brokerage reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
Cutter & Co Brokerage sold 1,889 United Parcel Service shares in Q2 2025, an estimated $208K.
Cutter & Co Brokerage first reported a position in United Parcel Service in Q1 2025 and held it in 1 quarter.
Cutter & Co Brokerage's United Parcel Service position peaked at $208K in Q1 2025.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.