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Dudley Capital Management’s United Parcel Service UPS Stock Holding History

Dudley Capital 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
Q2 		– Sell
-1,937
Closed -$213K – 139
2025
Q1 		$213K Sell
1,937
-18
-0.9% -$2.15K 0.11% 118
2024
Q4 		$247K Hold
1,955
– – 0.12% 107
2024
Q3 		$267K Hold
1,955
– – 0.14% 99
2024
Q2 		$268K Hold
1,955
– – 0.15% 95
2024
Q1 		$289K Hold
1,955
– – 0.17% 91
2023
Q4 		$307K Hold
1,955
– – 0.2% 89
2023
Q3 		$305K Hold
1,955
– – 0.21% 84
2023
Q2 		$350K Buy
1,955
+55
+3% +$9.77K 0.24% 77
2023
Q1 		$369K Buy
1,900
+39
+2% +$7.15K 0.25% 81
2022
Q4 		$324K Buy
+1,861
New +$322K 0.23% 85

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

Dudley Capital Management's UPS Position: Q2 2025 in Review

Dudley Capital Management sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 1,937 shares — an estimated $213K sold.

Dudley Capital Management first reported a position in UPS in Q4 2022 and held it in 10 quarters. The position peaked at $369K in Q1 2023. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Dudley Capital Management reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Dudley Capital Management sold 1,937 United Parcel Service shares in Q2 2025, an estimated $213K.
  • Dudley Capital Management first reported a position in United Parcel Service in Q4 2022 and held it in 10 quarters.
  • Dudley Capital Management's United Parcel Service position peaked at $369K in Q1 2023.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Dudley Capital Management's 13F filing for Q2 2025, filed 30 Jul 2025.