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Optimist Retirement Group’s United Parcel Service UPS Stock Holding History

Optimist Retirement Group’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
-23,305
Closed -$2.35M – 130
2025
Q2 		$2.35M Buy
23,305
+3,775
+19% +$371K 1.13% 24
2025
Q1 		$2.15M Buy
19,530
+13,278
+212% +$1.59M 1.08% 31
2024
Q4 		$788K Buy
6,252
+3,173
+103% +$418K 0.37% 44
2024
Q3 		$420K Buy
3,079
+680
+28% +$89.3K 0.19% 57
2024
Q2 		$328K Buy
2,399
+57
+2% +$8.16K 0.17% 56
2024
Q1 		$348K Buy
2,342
+65
+3% +$9.88K 0.18% 57
2023
Q4 		$358K Buy
+2,277
New +$344K 0.23% 52

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Optimist Retirement Group's UPS Position: Q3 2025 in Review

Optimist Retirement Group sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 23,305 shares — an estimated $2.35M sold.

Optimist Retirement Group first reported a position in UPS in Q4 2023 and held it in 7 quarters. The position peaked at $2.35M in Q2 2025. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Optimist Retirement Group reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Optimist Retirement Group sold 23,305 United Parcel Service shares in Q3 2025, an estimated $2.35M.
  • Optimist Retirement Group first reported a position in United Parcel Service in Q4 2023 and held it in 7 quarters.
  • Optimist Retirement Group's United Parcel Service position peaked at $2.35M in Q2 2025.
  • 1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Optimist Retirement Group's 13F filing for Q3 2025, filed 17 Nov 2025.