FIM
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FWL Investment Management’s United Parcel Service UPS Stock Holding History

FWL Investment 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
Q1 		– Sell
-15
Closed -$1.89K – 330
2024
Q4 		$1.89K Sell
15
-115
-88% -$15.1K ﹤0.01% 289
2024
Q3 		$17.7K Sell
130
-170
-57% -$22.3K 0.01% 203
2024
Q2 		$41.1K Buy
+300
New +$43K 0.02% 121

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

FWL Investment Management's UPS Position: Q1 2025 in Review

FWL Investment Management sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 15 shares — an estimated $1.89K sold.

FWL Investment Management first reported a position in UPS in Q2 2024 and held it in 3 quarters. The position peaked at $41.1K in Q2 2024. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • FWL Investment Management reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • FWL Investment Management sold 15 United Parcel Service shares in Q1 2025, an estimated $1.89K.
  • FWL Investment Management first reported a position in United Parcel Service in Q2 2024 and held it in 3 quarters.
  • FWL Investment Management's United Parcel Service position peaked at $41.1K in Q2 2024.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on FWL Investment Management's 13F filing for Q1 2025, filed 15 May 2025.