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Hemington Wealth Management’s United Parcel Service UPS Stock Holding History

Hemington Wealth 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
Q3 		$11K Sell
139
-144
-51% -$13K ﹤0.01% 866
2025
Q2 		$28K Buy
283
+1
+0.4% +$98 ﹤0.01% 504
2025
Q1 		$31K Buy
282
+115
+69% +$13.8K ﹤0.01% 447
2024
Q4 		$21K Buy
167
+4
+2% +$526 0.01% 539
2024
Q3 		$21K Buy
+163
New +$21.4K 0.01% 497

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hemington Wealth Management's UPS Position: Q3 2025 in Review

Hemington Wealth Management reduced its United Parcel Service (UPS) stake by 51% in Q3 2025, selling an estimated $13K and leaving 139 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Hemington Wealth Management first reported a position in UPS in Q3 2024 and has held it in 5 quarters since. The position peaked at $31K in Q1 2025. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Hemington Wealth Management held 139 shares of United Parcel Service worth $11K as of Q3 2025.
  • Hemington Wealth Management sold 144 United Parcel Service shares in Q3 2025, an estimated $13K.
  • United Parcel Service made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #866 holding.
  • Hemington Wealth Management first reported a position in United Parcel Service in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's United Parcel Service position peaked at $31K in Q1 2025.
  • 1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.