Moors & Cabot’s United Parcel Service UPS Stock Holding History

Moors & Cabot’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	-100	Closed	-$1.18K	–	937
2025 Q1	$1.18K	Buy	+100	New	+$12K	﹤0.01%	874
2023 Q1	–	Sell	-200	Closed	-$2.31K	–	927
2022 Q4	$2.31K	Buy	+200	New	+$34.6K	﹤0.01%	844
2022 Q2	–	Sell	-200	Closed	-$2K	–	919
2022 Q1	$2K	Buy	200 +190	+1,900%	+$40.4K	﹤0.01%	898
2021 Q4	$5K	Buy	+10	New	+$2.03K	﹤0.01%	873
2021 Q2	–	Sell	-400	Closed	-$3K	–	875
2021 Q1	$3K	Buy	+400	New	+$64.7K	﹤0.01%	771
2020 Q4	–	Sell	-1,000	Closed	-$7K	–	782
2020 Q3	$7K	Sell	1,000 -4,700	-82%	-$684K	﹤0.01%	691
2020 Q2	$16K	Buy	+5,700	New	+$569K	﹤0.01%	649
2019 Q4	–	Sell	-25,000	Closed	-$30K	–	704
2019 Q3	$30K	Buy	+25,000	New	+$2.86M	﹤0.01%	630

Other funds holding UPS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Moors & Cabot's UPS Position: Q1 2026 in Review

Moors & Cabot reduced its United Parcel Service (UPS) stake by 5.2% in Q1 2026, selling an estimated $121K and leaving 20,398 shares worth $2.01M. The position accounts for 0.09% of the portfolio, ranked #214.

Moors & Cabot first reported a position in UPS in Q1 2014 and has held it in 49 quarters since. The position peaked at $7.25M in Q1 2022. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Moors & Cabot held 20,398 shares of United Parcel Service worth $2.01M as of Q1 2026.
Moors & Cabot sold 1,130 United Parcel Service shares in Q1 2026, an estimated $121K.
United Parcel Service made up 0.09% of Moors & Cabot's portfolio in Q1 2026, its #214 holding.
Moors & Cabot first reported a position in United Parcel Service in Q1 2014 and has held it in 49 quarters since.
Moors & Cabot's United Parcel Service position peaked at $7.25M in Q1 2022.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.