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Northeast Financial Consultants’s United Parcel Service UPS Stock Holding History

Northeast Financial Consultants’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
-10,846
Closed -$1.19M – 308
2025
Q1 		$1.19M Sell
10,846
-233
-2% -$27.9K 0.05% 139
2024
Q4 		$1.4M Hold
11,079
– – 0.06% 126
2024
Q3 		$1.51M Sell
11,079
-100
-0.9% -$13.1K 0.07% 122
2024
Q2 		$1.53M Sell
11,179
-1,775
-14% -$254K 0.07% 116
2024
Q1 		$1.93M Buy
12,954
+910
+8% +$138K 0.09% 105
2023
Q4 		$1.89M Hold
12,044
– – 0.1% 105
2023
Q3 		$1.88M Hold
12,044
– – 0.12% 103
2023
Q2 		$2.16M Hold
12,044
– – 0.13% 95
2023
Q1 		$2.34M Hold
12,044
– – 0.15% 94
2022
Q4 		$2.09M Hold
12,044
– – 0.14% 97
2022
Q3 		$1.95M Buy
12,044
+65
+0.5% +$12.3K 0.14% 92
2022
Q2 		$2.19M Sell
11,979
-1,313
-10% -$239K 0.15% 88
2022
Q1 		$2.85M Buy
13,292
+11,063
+496% +$2.35M 0.17% 85
2021
Q4 		$477K Sell
2,229
-1,960
-47% -$399K 0.03% 228
2021
Q3 		$762K Sell
4,189
-1,746
-29% -$345K 0.05% 182
2021
Q2 		$1.23M Sell
5,935
-35,195
-86% -$7.04M 0.08% 138
2021
Q1 		$6.99M Buy
41,130
+3,934
+11% +$636K 0.53% 37
2020
Q4 		$6.26M Buy
+37,196
New +$6.28M 0.52% 35
2019
Q4 		– Sell
-2,281
Closed -$273K – 331
2019
Q3 		$273K Hold
2,281
– – 0.03% 256
2019
Q2 		$236K Hold
2,281
– – 0.02% 277
2019
Q1 		$255K Buy
+2,281
New +$242K 0.03% 257

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Northeast Financial Consultants's UPS Position: Q2 2025 in Review

Northeast Financial Consultants sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 10,846 shares — an estimated $1.19M sold.

Northeast Financial Consultants first reported a position in UPS in Q1 2019 and held it in 21 quarters. The position peaked at $6.99M in Q1 2021. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Northeast Financial Consultants reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Northeast Financial Consultants sold 10,846 United Parcel Service shares in Q2 2025, an estimated $1.19M.
  • Northeast Financial Consultants first reported a position in United Parcel Service in Q1 2019 and held it in 21 quarters.
  • Northeast Financial Consultants's United Parcel Service position peaked at $6.99M in Q1 2021.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.