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Legend Financial Advisors’s United Parcel Service UPS Stock Holding History

Legend Financial Advisors’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
-83
Closed -$10.5K – 238
2024
Q4 		$10.5K Buy
+83
New +$10.9K 0.01% 114
2024
Q3 		– Sell
-121
Closed -$16.6K – 267
2024
Q2 		$16.6K Buy
121
+83
+218% +$11.9K 0.01% 116
2024
Q1 		$5.65K Hold
38
– – ﹤0.01% 154
2023
Q4 		$5.97K Hold
38
– – ﹤0.01% 143
2023
Q3 		$5.92K Hold
38
– – 0.01% 155
2023
Q2 		$6.81K Sell
38
-8
-17% -$1.42K 0.01% 168
2023
Q1 		$8.92K Hold
46
– – 0.01% 159
2022
Q4 		$8K Hold
46
– – 0.01% 178
2022
Q3 		$7.43K Buy
+46
New +$8.71K 0.01% 167

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

Legend Financial Advisors's UPS Position: Q1 2025 in Review

Legend Financial Advisors sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 83 shares — an estimated $10.5K sold.

Legend Financial Advisors first reported a position in UPS in Q3 2022 and held it in 9 quarters. The position peaked at $16.6K in Q2 2024. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Legend Financial Advisors reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 83 United Parcel Service shares in Q1 2025, an estimated $10.5K.
  • Legend Financial Advisors first reported a position in United Parcel Service in Q3 2022 and held it in 9 quarters.
  • Legend Financial Advisors's United Parcel Service position peaked at $16.6K in Q2 2024.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.