HCM
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Hutner Capital Management’s United Parcel Service UPS Stock Holding History

Hutner 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
2026
Q1 		$240K Sell
2,444
-1,896
-44% -$203K 0.1% 42
2025
Q4 		$431K Sell
4,340
-48
-1% -$4.49K 0.18% 41
2025
Q3 		$367K Sell
4,388
-15
-0.3% -$1.36K 0.16% 42
2025
Q2 		$444K Sell
4,403
-149
-3% -$14.7K 0.2% 41
2025
Q1 		$501K Sell
4,552
-699
-13% -$83.6K 0.21% 40
2024
Q4 		$662K Sell
5,251
-20
-0.4% -$2.63K 0.32% 36
2024
Q3 		$719K Sell
5,271
-54
-1% -$7.09K 0.36% 35
2024
Q2 		$729K Sell
5,325
-181
-3% -$25.9K 0.4% 35
2024
Q1 		$818K Sell
5,506
-109
-2% -$16.6K 0.44% 34
2023
Q4 		$883K Sell
5,615
-3,284
-37% -$497K 0.52% 33
2023
Q3 		$1.39M Sell
8,899
-87
-1% -$15K 0.85% 30
2023
Q2 		$1.61M Buy
8,986
+1
+0% +$178 0.94% 28
2023
Q1 		$1.74M Sell
8,985
-13
-0.1% -$2.38K 1.06% 26
2022
Q4 		$1.56M Buy
8,998
+92
+1% +$15.9K 0.97% 26
2022
Q3 		$1.44M Sell
8,906
-1,540
-15% -$292K 1.01% 25
2022
Q2 		$1.91M Hold
10,446
– – 1.25% 24
2022
Q1 		$2.24M Sell
10,446
-41
-0.4% -$8.71K 1.28% 23
2021
Q4 		$2.25M Sell
10,487
-95
-0.9% -$19.3K 1.31% 22
2021
Q3 		$1.93M Sell
10,582
-785
-7% -$155K 1.26% 23
2021
Q2 		$2.36M Sell
11,367
-1,029
-8% -$206K 1.51% 21
2021
Q1 		$2.11M Buy
12,396
+725
+6% +$117K 1.38% 24
2020
Q4 		$1.97M Sell
11,671
-35
-0.3% -$5.91K 1.37% 22
2020
Q3 		$1.95M Buy
11,706
+1,601
+16% +$233K 1.45% 23
2020
Q2 		$1.12M Buy
10,105
+939
+10% +$93.7K 0.95% 28
2020
Q1 		$856K Sell
9,166
-1,249
-12% -$129K 0.78% 29
2019
Q4 		$1.22M Buy
10,415
+55
+0.5% +$6.51K 0.84% 28
2019
Q3 		$1.24M Sell
10,360
-609
-6% -$69.6K 0.88% 27
2019
Q2 		$1.13M Sell
10,969
-1,921
-15% -$200K 0.81% 28
2019
Q1 		$1.44M Sell
12,890
-1,052
-8% -$112K 1.05% 26
2018
Q4 		$1.36M Buy
13,942
+325
+2% +$35.2K 1.06% 26
2018
Q3 		$1.59M Buy
13,617
+186
+1% +$21.9K 1.15% 25
2018
Q2 		$1.43M Buy
13,431
+1,420
+12% +$159K 1.11% 24
2018
Q1 		$1.26M Sell
12,011
-380
-3% -$43.9K 0.98% 25
2017
Q4 		$1.48M Buy
12,391
+735
+6% +$86.4K 1.05% 25
2017
Q3 		$1.4M Buy
11,656
+460
+4% +$52.3K 1.06% 26
2017
Q2 		$1.24M Buy
11,196
+841
+8% +$89.9K 0.95% 28
2017
Q1 		$1.11M Buy
10,355
+3,057
+42% +$334K 0.88% 28
2016
Q4 		$837K Buy
7,298
+715
+11% +$80.6K 0.69% 28
2016
Q3 		$720K Buy
+6,583
New +$719K 0.61% 30

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hutner Capital Management's UPS Position: Q1 2026 in Review

Hutner Capital Management reduced its United Parcel Service (UPS) stake by 44% in Q1 2026, selling an estimated $203K and leaving 2,444 shares worth $240K. The position accounts for 0.1% of the portfolio, ranked #42.

Hutner Capital Management first reported a position in UPS in Q3 2016 and has held it in 39 quarters since. The position peaked at $2.36M in Q2 2021. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Hutner Capital Management held 2,444 shares of United Parcel Service worth $240K as of Q1 2026.
  • Hutner Capital Management sold 1,896 United Parcel Service shares in Q1 2026, an estimated $203K.
  • United Parcel Service made up 0.1% of Hutner Capital Management's portfolio in Q1 2026, its #42 holding.
  • Hutner Capital Management first reported a position in United Parcel Service in Q3 2016 and has held it in 39 quarters since.
  • Hutner Capital Management's United Parcel Service position peaked at $2.36M in Q2 2021.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Hutner Capital Management's 13F filing for Q1 2026, filed 15 May 2026.