Howe & Rusling’s United Parcel Service UPS Stock Holding History

Howe & Rusling’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	-2,014	Closed	-$221K	–	493
2025 Q1	$221K	Sell	2,014 -538	-21%	-$64.3K	0.02%	253
2024 Q4	$322K	Buy	+2,552	New	+$336K	0.03%	206
2024 Q1	–	Sell	-2,038	Closed	-$320K	–	416
2023 Q4	$320K	Buy	2,038 +6	+0.3%	+$907	0.03%	178
2023 Q3	$317K	Buy	2,032 +4	+0.2%	+$690	0.04%	171
2023 Q2	$363K	Buy	2,028 +5	+0.2%	+$888	0.04%	159
2023 Q1	$392K	Buy	2,023 +5	+0.2%	+$917	0.05%	151
2022 Q4	$351K	Buy	2,018 +734	+57%	+$127K	0.04%	149
2022 Q3	$207K	Buy	1,284 +207	+19%	+$39.2K	0.03%	199
2022 Q2	$197K	Buy	1,077 +453	+73%	+$82.6K	0.03%	201
2022 Q1	$134K	Buy	624 +3	+0.5%	+$637	0.02%	235
2021 Q4	$133K	Buy	621 +3	+0.5%	+$610	0.02%	231
2021 Q3	$113K	Hold	618	–	–	0.01%	237
2021 Q2	$129K	Buy	618 +479	+345%	+$95.8K	0.02%	217
2021 Q1	$24K	Hold	139	–	–	﹤0.01%	375
2020 Q4	$23K	Buy	+139	New	+$23.5K	﹤0.01%	372
2020 Q3	–	Sell	-500	Closed	-$56K	–	874
2020 Q2	$56K	Hold	500	–	–	0.01%	239
2020 Q1	$47K	Sell	500 -84	-14%	-$8.7K	0.01%	261
2019 Q4	$68K	Buy	584 +84	+17%	+$9.94K	0.01%	260
2019 Q3	$60K	Hold	500	–	–	0.01%	274
2019 Q2	$52K	Sell	500 -114	-19%	-$11.9K	0.01%	295
2019 Q1	$69K	Buy	614 +114	+23%	+$12.1K	0.01%	257
2018 Q4	$49K	Sell	500 -418	-46%	-$45.3K	0.01%	261
2018 Q3	$107K	Buy	918 +378	+70%	+$44.5K	0.02%	196
2018 Q2	$57K	Sell	540 -140	-21%	-$15.7K	0.01%	245
2018 Q1	$71K	Buy	680 +155	+30%	+$17.9K	0.01%	245
2017 Q4	$63K	Hold	525	–	–	0.01%	275
2017 Q3	$63K	Sell	525 -105	-17%	-$11.9K	0.01%	277
2017 Q2	$70K	Buy	630 +500	+385%	+$53.4K	0.01%	235
2017 Q1	$14K	Buy	130 +1	+0.8%	+$109	﹤0.01%	421
2016 Q4	$15K	Hold	129	–	–	﹤0.01%	410
2016 Q3	$14K	Buy	129 +105	+438%	+$11.5K	﹤0.01%	436
2016 Q2	$3K	Sell	24 -34	-59%	-$3.54K	﹤0.01%	760
2016 Q1	$6K	Hold	58	–	–	﹤0.01%	642
2015 Q4	$6K	Hold	58	–	–	﹤0.01%	604
2015 Q3	$6K	Buy	58 +1	+2%	+$99	﹤0.01%	611
2015 Q2	$6K	Hold	57	–	–	﹤0.01%	616
2015 Q1	$6K	Hold	57	–	–	﹤0.01%	589
2014 Q4	$6K	Hold	57	–	–	﹤0.01%	597
2014 Q3	$6K	Sell	57 -100	-64%	-$9.94K	﹤0.01%	580
2014 Q2	$16K	Buy	157 +100	+175%	+$10K	﹤0.01%	421
2014 Q1	$6K	Buy	57 +35	+159%	+$3.41K	﹤0.01%	649
2013 Q4	$2K	Hold	22	–	–	﹤0.01%	703
2013 Q3	$2K	Hold	22	–	–	﹤0.01%	802
2013 Q2	$2K	Buy	+22	New	+$1.89K	﹤0.01%	823

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

Howe & Rusling's UPS Position: Q2 2025 in Review

Howe & Rusling sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 2,014 shares — an estimated $221K sold.

Howe & Rusling first reported a position in UPS in Q2 2013 and held it in 44 quarters. The position peaked at $392K in Q1 2023. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

Howe & Rusling reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
Howe & Rusling sold 2,014 United Parcel Service shares in Q2 2025, an estimated $221K.
Howe & Rusling first reported a position in United Parcel Service in Q2 2013 and held it in 44 quarters.
Howe & Rusling's United Parcel Service position peaked at $392K in Q1 2023.
2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Howe & Rusling's 13F filing for Q2 2025, filed 12 Aug 2025.