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Walker Financial Services’s United Parcel Service UPS Stock Holding History

Walker Financial Services’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
-1,910
Closed -$272K – 36
2024
Q4 		$272K Sell
1,910
-306
-14% -$40.3K 0.16% 26
2024
Q3 		$328K Buy
2,216
+11
+0.5% +$1.44K 0.22% 22
2024
Q2 		$327K Sell
2,205
-11
-0.5% -$1.57K 0.26% 19
2024
Q1 		$349K Buy
2,216
+108
+5% +$16.4K 0.29% 20
2023
Q4 		$347K Buy
2,108
+2
+0.1% +$302 0.36% 18
2023
Q3 		$344K Sell
2,106
-40
-2% -$6.9K 0.33% 20
2023
Q2 		$389K Buy
2,146
+67
+3% +$11.9K 0.38% 19
2023
Q1 		$400K Hold
2,079
– – 0.41% 18
2022
Q4 		$400K Buy
+2,079
New +$360K 0.41% 18
2022
Q3 		– Sell
-1,227
Closed -$224K – 23
2022
Q2 		$224K Buy
1,227
+10
+0.8% +$1.82K 0.22% 24
2022
Q1 		$261K Buy
+1,217
New +$259K 0.24% 20

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

Walker Financial Services's UPS Position: Q1 2025 in Review

Walker Financial Services sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 1,910 shares — an estimated $272K sold.

Walker Financial Services first reported a position in UPS in Q1 2022 and held it in 11 quarters. The position peaked at $400K in Q1 2023. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Walker Financial Services reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Walker Financial Services sold 1,910 United Parcel Service shares in Q1 2025, an estimated $272K.
  • Walker Financial Services first reported a position in United Parcel Service in Q1 2022 and held it in 11 quarters.
  • Walker Financial Services's United Parcel Service position peaked at $400K in Q1 2023.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Walker Financial Services's 13F filing for Q1 2025, filed 1 May 2025.