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Optas LLC’s United Parcel Service UPS Stock Holding History

Optas 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
2026
Q2 		$260K Sell
2,422
-74
-3% -$7.69K 0.04% 368
2026
Q1 		$246K Buy
2,496
+114
+5% +$12.2K 0.04% 374
2025
Q4 		$236K Buy
+2,382
New +$223K 0.04% 378
2025
Q3 		– Sell
-2,357
Closed -$238K – 426
2025
Q2 		$238K Buy
2,357
+60
+3% +$5.9K 0.05% 276
2025
Q1 		$253K Buy
2,297
+99
+5% +$11.8K 0.04% 234
2024
Q4 		$277K Buy
2,198
+456
+26% +$60K 0.06% 194
2024
Q3 		$238K Sell
1,742
-217
-11% -$28.5K 0.05% 207
2024
Q2 		$268K Sell
1,959
-108
-5% -$15.5K 0.07% 158
2024
Q1 		$307K Buy
2,067
+189
+10% +$28.7K 0.08% 137
2023
Q4 		$295K Buy
1,878
+110
+6% +$16.6K 0.09% 139
2023
Q3 		$276K Buy
+1,768
New +$305K 0.09% 130
2020
Q4 		– Sell
-1,392
Closed -$232K – 172
2020
Q3 		$232K Buy
+1,392
New +$203K 0.07% 141

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Optas LLC's UPS Position: Q2 2026 in Review

Optas LLC reduced its United Parcel Service (UPS) stake by 3% in Q2 2026, selling an estimated $7.69K and leaving 2,422 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #368.

Optas LLC first reported a position in UPS in Q3 2020 and has held it in 12 quarters since. The position peaked at $307K in Q1 2024. 676 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Optas LLC held 2,422 shares of United Parcel Service worth $260K as of Q2 2026.
  • Optas LLC sold 74 United Parcel Service shares in Q2 2026, an estimated $7.69K.
  • United Parcel Service made up 0.04% of Optas LLC's portfolio in Q2 2026, its #368 holding.
  • Optas LLC first reported a position in United Parcel Service in Q3 2020 and has held it in 12 quarters since.
  • Optas LLC's United Parcel Service position peaked at $307K in Q1 2024.
  • 676 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.