UF
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Univest Financial’s United Parcel Service UPS Stock Holding History

Univest Financial’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
-1,768
Closed -$223K – 289
2024
Q4 		$223K Sell
1,768
-711
-29% -$93.6K 0.01% 263
2024
Q3 		$338K Buy
+2,479
New +$325K 0.02% 229
2023
Q2 		– Sell
-1,751
Closed -$340K – 122
2023
Q1 		$340K Buy
1,751
+2
+0.1% +$367 0.11% 73
2022
Q4 		$304K Sell
1,749
-111
-6% -$19.2K 0.1% 81
2022
Q3 		$300K Sell
1,860
-109
-6% -$20.6K 0.1% 82
2022
Q2 		$359K Sell
1,969
-94
-5% -$17.1K 0.12% 72
2022
Q1 		$442K Sell
2,063
-35
-2% -$7.44K 0.12% 70
2021
Q4 		$450K Sell
2,098
-355
-14% -$72.2K 0.11% 70
2021
Q3 		$447K Sell
2,453
-123
-5% -$24.3K 0.12% 67
2021
Q2 		$536K Sell
2,576
-419
-14% -$83.8K 0.15% 62
2021
Q1 		$509K Buy
2,995
+16
+0.5% +$2.59K 0.14% 63
2020
Q4 		$502K Sell
2,979
-667
-18% -$113K 0.15% 67
2020
Q3 		$608K Sell
3,646
-1,773
-33% -$258K 0.19% 62
2020
Q2 		$602K Buy
5,419
+269
+5% +$26.9K 0.2% 60
2020
Q1 		$481K Buy
+5,150
New +$534K 0.19% 71

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

Univest Financial's UPS Position: Q1 2025 in Review

Univest Financial sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,768 shares — an estimated $223K sold.

Univest Financial first reported a position in UPS in Q1 2020 and held it in 15 quarters. The position peaked at $608K in Q3 2020. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Univest Financial reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Univest Financial sold 1,768 United Parcel Service shares in Q1 2025, an estimated $223K.
  • Univest Financial first reported a position in United Parcel Service in Q1 2020 and held it in 15 quarters.
  • Univest Financial's United Parcel Service position peaked at $608K in Q3 2020.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Univest Financial's 13F filing for Q1 2025, filed 8 May 2025.