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Optimum Investment Advisors’s United Parcel Service UPS Stock Holding History

Optimum Investment Advisors’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
2022
Q2 		– Sell
-1,000
Closed -$9K – 899
2022
Q1 		$9K Hold
1,000
– – ﹤0.01% 667
2021
Q4 		$15K Buy
+1,000
New +$203K 0.01% 634
2018
Q2 		– Sell
-2,500
Closed -$3K – 1098
2018
Q1 		$3K Buy
+2,500
New +$289K ﹤0.01% 944

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

Optimum Investment Advisors's UPS Position: Q3 2025 in Review

Optimum Investment Advisors reduced its United Parcel Service (UPS) stake by 5.4% in Q3 2025, selling an estimated $56.6K and leaving 11,009 shares worth $920K. The position accounts for 0.36% of the portfolio, ranked #56.

Optimum Investment Advisors first reported a position in UPS in Q3 2013 and has held it in 48 quarters since. The position peaked at $2.88M in Q2 2021. 1,943 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Optimum Investment Advisors held 11,009 shares of United Parcel Service worth $920K as of Q3 2025.
  • Optimum Investment Advisors sold 625 United Parcel Service shares in Q3 2025, an estimated $56.6K.
  • United Parcel Service made up 0.36% of Optimum Investment Advisors's portfolio in Q3 2025, its #56 holding.
  • Optimum Investment Advisors first reported a position in United Parcel Service in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's United Parcel Service position peaked at $2.88M in Q2 2021.
  • 1,943 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.