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

Semmax 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
Q2 		$40.4K Sell
467
-401
-46% -$39.5K 0.01% 194
2025
Q1 		$83.3K Sell
868
-23,059
-96% -$2.76M 0.02% 149
2024
Q4 		$2.77M Sell
23,927
-996
-4% -$131K 0.74% 53
2024
Q3 		$3.24M Buy
24,923
+1,065
+4% +$140K 0.89% 46
2024
Q2 		$3.02M Sell
23,858
-428
-2% -$61.3K 0.91% 49
2024
Q1 		$3.7M Sell
24,286
-691
-3% -$105K 1.22% 31
2023
Q4 		$3.62M Sell
24,977
-2,349
-9% -$355K 1.32% 28
2023
Q3 		$3.82M Buy
+27,326
New +$4.72M 1.53% 22
2022
Q4 		$5.63M Buy
31,454
+658
+2% +$114K 2.24% 12
2022
Q3 		$5.21M Buy
30,796
+2,246
+8% +$425K 2.21% 11
2022
Q2 		$5.78M Buy
28,550
+3,665
+15% +$668K 2.36% 7
2022
Q1 		$5.34M Buy
24,885
+2,074
+9% +$441K 2.1% 9
2021
Q4 		$4.89M Sell
22,811
-2,887
-11% -$587K 1.81% 14
2021
Q3 		$4.68M Sell
25,698
-1,779
-6% -$351K 1.62% 16
2021
Q2 		$5.71M Buy
27,477
+517
+2% +$103K 1.83% 12
2021
Q1 		$4.58M Buy
26,960
+1,115
+4% +$180K 1.63% 15
2020
Q4 		$4.35M Sell
25,845
-33
-0.1% -$5.57K 1.8% 14
2020
Q3 		$4.31M Sell
25,878
-407
-2% -$59.3K 2.05% 14
2020
Q2 		$2.92M Buy
26,285
+2,598
+11% +$259K 1.53% 19
2020
Q1 		$2.21M Buy
23,687
+1,715
+8% +$178K 1.4% 21
2019
Q4 		$2.57M Buy
21,972
+2,348
+12% +$278K 1.42% 22
2019
Q3 		$2.35M Buy
19,624
+2,465
+14% +$282K 1.41% 24
2019
Q2 		$1.77M Buy
17,159
+7,682
+81% +$799K 1.14% 27
2019
Q1 		$1.06M Buy
9,477
+3,409
+56% +$362K 0.73% 33
2018
Q4 		$592K Buy
+6,068
New +$658K 0.46% 55

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

Semmax Financial Advisors's UPS Position: Q2 2025 in Review

Semmax Financial Advisors reduced its United Parcel Service (UPS) stake by 46% in Q2 2025, selling an estimated $39.5K and leaving 467 shares worth $40.4K. The position accounts for 0.01% of the portfolio, ranked #194.

Semmax Financial Advisors first reported a position in UPS in Q4 2018 and has held it in 25 quarters since. The position peaked at $5.78M in Q2 2022. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Semmax Financial Advisors held 467 shares of United Parcel Service worth $40.4K as of Q2 2025.
  • Semmax Financial Advisors sold 401 United Parcel Service shares in Q2 2025, an estimated $39.5K.
  • United Parcel Service made up 0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #194 holding.
  • Semmax Financial Advisors first reported a position in United Parcel Service in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's United Parcel Service position peaked at $5.78M in Q2 2022.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

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