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Empire Financial Management Company’s United Parcel Service UPS Stock Holding History

Empire Financial Management Company’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
Q1 		– Sell
-11,305
Closed -$1.43M – 204
2024
Q4 		$1.43M Buy
+11,305
New +$1.49M 0.44% 69

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empire Financial Management Company's UPS Position: Q1 2025 in Review

Empire Financial Management Company sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 11,305 shares — an estimated $1.43M sold.

Empire Financial Management Company first reported a position in UPS in Q4 2024 and held it in 1 quarter. The position peaked at $1.43M in Q4 2024. 2,199 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Empire Financial Management Company reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Empire Financial Management Company sold 11,305 United Parcel Service shares in Q1 2025, an estimated $1.43M.
  • Empire Financial Management Company first reported a position in United Parcel Service in Q4 2024 and held it in 1 quarter.
  • Empire Financial Management Company's United Parcel Service position peaked at $1.43M in Q4 2024.
  • 2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Empire Financial Management Company's 13F filing for Q1 2025, filed 14 May 2025.