WFI
UPS icon

West Family Investments’s United Parcel Service UPS Stock Holding History

West Family Investments’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
-2,224
Closed -$280K – 312
2024
Q4 		$280K Buy
+2,224
New +$293K 0.1% 203
2024
Q3 		– Sell
-1,554
Closed -$213K – 305
2024
Q2 		$213K Buy
+1,554
New +$222K 0.06% 227
2024
Q1 		– Sell
-1,274
Closed -$200K – 273
2023
Q4 		$200K Sell
1,274
-22
-2% -$3.33K 0.07% 223
2023
Q3 		$202K Buy
+1,296
New +$224K 0.07% 212
2023
Q2 		– Sell
-1,854
Closed -$360K – 271
2023
Q1 		$360K Buy
1,854
+175
+10% +$32.1K 0.14% 110
2022
Q4 		$292K Buy
+1,679
New +$291K 0.1% 166
2022
Q3 		– Sell
-1,638
Closed -$299K – 263
2022
Q2 		$299K Sell
1,638
-422
-20% -$77K 0.12% 156
2022
Q1 		$442K Buy
2,060
+99
+5% +$21K 0.13% 134
2021
Q4 		$420K Sell
1,961
-280
-12% -$57K 0.11% 153
2021
Q3 		$408K Buy
2,241
+50
+2% +$9.87K 0.11% 171
2021
Q2 		$456K Buy
+2,191
New +$438K 0.12% 147

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

West Family Investments's UPS Position: Q1 2025 in Review

West Family Investments sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 2,224 shares — an estimated $280K sold.

West Family Investments first reported a position in UPS in Q2 2021 and held it in 11 quarters. The position peaked at $456K in Q2 2021. 2,199 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • West Family Investments reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • West Family Investments sold 2,224 United Parcel Service shares in Q1 2025, an estimated $280K.
  • West Family Investments first reported a position in United Parcel Service in Q2 2021 and held it in 11 quarters.
  • West Family Investments's United Parcel Service position peaked at $456K in Q2 2021.
  • 2,199 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on West Family Investments's 13F filing for Q1 2025, filed 2 May 2025.