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
2025 Q3	$53.2K	Hold	9,000	–	–	0.02%	338
2025 Q2	$14K	Hold	9,000	–	–	0.01%	480
2025 Q1	$68.2K	Hold	9,000	–	–	0.03%	296
2024 Q4	$66.4K	Hold	9,000	–	–	0.03%	311
2024 Q3	$4.06K	Hold	9,000	–	–	﹤0.01%	582
2024 Q2	$26.9K	Hold	9,000	–	–	0.01%	411
2024 Q1	$26.8K	Buy	9,000 +2,000	+29%	+$304K	0.01%	427
2023 Q4	$12.6K	Sell	7,000 -2,000	-22%	-$302K	0.01%	494
2023 Q3	$34.4K	Hold	9,000	–	–	0.02%	411
2023 Q2	$65K	Hold	9,000	–	–	0.03%	337
2023 Q1	$17.6K	Hold	9,000	–	–	0.01%	491
2022 Q4	$108K	Hold	9,000	–	–	0.06%	256
2022 Q3	$138K	Hold	9,000	–	–	0.07%	228
2022 Q2	$72K	Sell	9,000 -3,000	-25%	-$547K	0.04%	339
2022 Q1	$53K	Buy	12,000 +2,000	+20%	+$425K	0.02%	420
2021 Q4	$7K	Hold	10,000	–	–	﹤0.01%	711
2021 Q3	$74K	Hold	10,000	–	–	0.03%	384
2021 Q2	$62K	Sell	10,000 -8,000	-44%	-$1.6M	0.02%	459
2021 Q1	$60K	Buy	18,000 +7,000	+64%	+$1.13M	0.02%	464
2020 Q4	$28K	Hold	11,000	–	–	0.01%	573
2020 Q3	$45K	Sell	11,000 -2,500	-19%	-$364K	0.02%	458
2020 Q2	$5K	Sell	13,500 -500	-4%	-$49.9K	﹤0.01%	757
2020 Q1	$21K	Buy	+14,000	New	+$1.45M	0.01%	563
2019 Q1	–	Sell	-4,000	Closed	-$7K	–	1041
2018 Q4	$7K	Buy	+4,000	New	+$434K	﹤0.01%	815
2018 Q2	–	Sell	-2,500	Closed	-$5K	–	1099
2018 Q1	$5K	Buy	+2,500	New	+$289K	﹤0.01%	904

Other funds holding UPS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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.