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Clarius Group LLC’s United Parcel Service UPS Stock Holding History

Clarius Group LLC’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
Q3 		– Sell
-2,763
Closed -$279K – 480
2025
Q2 		$279K Buy
2,763
+15
+0.5% +$1.48K 0.02% 371
2025
Q1 		$302K Buy
2,748
+165
+6% +$19.7K 0.02% 353
2024
Q4 		$326K Sell
2,583
-471
-15% -$62K 0.02% 295
2024
Q3 		$388K Buy
3,054
+139
+5% +$18.3K 0.03% 260
2024
Q2 		$399K Sell
2,915
-647
-18% -$92.6K 0.03% 255
2024
Q1 		$529K Sell
3,562
-50
-1% -$7.6K 0.04% 217
2023
Q4 		$568K Sell
3,612
-1,772
-33% -$268K 0.05% 211
2023
Q3 		$839K Sell
5,384
-1,336
-20% -$231K 0.08% 130
2023
Q2 		$1.2M Sell
6,720
-650
-9% -$115K 0.09% 117
2023
Q1 		$1.43M Buy
7,370
+364
+5% +$66.8K 0.12% 98
2022
Q4 		$1.22M Sell
7,006
-85
-1% -$14.7K 0.11% 113
2022
Q3 		$1.15M Sell
7,091
-1,236
-15% -$234K 0.11% 107
2022
Q2 		$1.52M Buy
8,327
+2,165
+35% +$395K 0.15% 90
2022
Q1 		$1.32M Hold
6,162
– – 0.1% 104
2021
Q4 		$1.32M Buy
6,162
+222
+4% +$45.2K 0.1% 104
2021
Q3 		$1.08M Buy
5,940
+176
+3% +$34.7K 0.1% 116
2021
Q2 		$1.2M Buy
5,764
+95
+2% +$19K 0.11% 110
2021
Q1 		$964K Sell
5,669
-60
-1% -$9.71K 0.09% 115
2020
Q4 		$965K Buy
5,729
+555
+11% +$93.7K 0.1% 97
2020
Q3 		$862K Buy
5,174
+249
+5% +$36.3K 0.11% 90
2020
Q2 		$548K Sell
4,925
-115
-2% -$11.5K 0.08% 124
2020
Q1 		$471K Sell
5,040
-37
-0.7% -$3.83K 0.09% 113
2019
Q4 		$599K Buy
5,077
+374
+8% +$44.3K 0.09% 110
2019
Q3 		$564K Buy
4,703
+985
+26% +$113K 0.1% 108
2019
Q2 		$384K Sell
3,718
-55
-1% -$5.72K 0.08% 133
2019
Q1 		$422K Buy
+3,773
New +$400K 0.1% 107

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clarius Group LLC's UPS Position: Q3 2025 in Review

Clarius Group LLC sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 2,763 shares — an estimated $279K sold.

Clarius Group LLC first reported a position in UPS in Q1 2019 and held it in 26 quarters. The position peaked at $1.52M in Q2 2022. 1,943 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Clarius Group LLC reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Clarius Group LLC sold 2,763 United Parcel Service shares in Q3 2025, an estimated $279K.
  • Clarius Group LLC first reported a position in United Parcel Service in Q1 2019 and held it in 26 quarters.
  • Clarius Group LLC's United Parcel Service position peaked at $1.52M in Q2 2022.
  • 1,943 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Clarius Group LLC's 13F filing for Q3 2025, filed 14 Oct 2025.