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

Northeast Financial Group’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
-1,897
Closed -$209K – 104
2025
Q1 		$209K Hold
1,897
– – 0.07% 86
2024
Q4 		$239K Sell
1,897
-32
-2% -$4.21K 0.09% 79
2024
Q3 		$263K Hold
1,929
– – 0.1% 67
2024
Q2 		$264K Hold
1,929
– – 0.11% 62
2024
Q1 		$287K Hold
1,929
– – 0.13% 61
2023
Q4 		$303K Hold
1,929
– – 0.15% 61
2023
Q3 		$301K Sell
1,929
-221
-10% -$38.1K 0.18% 53
2023
Q2 		$385K Buy
+2,150
New +$382K 0.25% 46

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 Group's UPS Position: Q2 2025 in Review

Northeast Financial Group sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 1,897 shares — an estimated $209K sold.

Northeast Financial Group first reported a position in UPS in Q2 2023 and held it in 8 quarters. The position peaked at $385K in Q2 2023. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Northeast Financial Group reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Northeast Financial Group sold 1,897 United Parcel Service shares in Q2 2025, an estimated $209K.
  • Northeast Financial Group first reported a position in United Parcel Service in Q2 2023 and held it in 8 quarters.
  • Northeast Financial Group's United Parcel Service position peaked at $385K in Q2 2023.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Northeast Financial Group's 13F filing for Q2 2025, filed 18 Jul 2025.