PUREfi Wealth’s United Parcel Service UPS Stock Holding History

PUREfi Wealth’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	-5,845	Closed	-$737K	–	176
2024 Q4	$737K	Buy	+5,845	New	+$769K	0.72%	25

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PUREfi Wealth's UPS Position: Q1 2025 in Review

PUREfi Wealth sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 5,845 shares — an estimated $737K sold.

PUREfi Wealth first reported a position in UPS in Q4 2024 and held it in 1 quarter. The position peaked at $737K in Q4 2024. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

PUREfi Wealth reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
PUREfi Wealth sold 5,845 United Parcel Service shares in Q1 2025, an estimated $737K.
PUREfi Wealth first reported a position in United Parcel Service in Q4 2024 and held it in 1 quarter.
PUREfi Wealth's United Parcel Service position peaked at $737K in Q4 2024.
2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on PUREfi Wealth's 13F filing for Q1 2025, filed 21 Apr 2025.