OIM
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Opus Investment Management’s United Parcel Service UPS Stock Holding History

Opus Investment Management’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
Q1 		$2.62M Hold
26,600
– – 1.56% 20
2025
Q4 		$2.64M Hold
26,600
– – 1.61% 18
2025
Q3 		$2.22M Hold
26,600
– – 1.38% 21
2025
Q2 		$2.69M Hold
26,600
– – 1.78% 17
2025
Q1 		$2.93M Hold
26,600
– – 2.09% 17
2024
Q4 		$3.35M Hold
26,600
– – 2.48% 17
2024
Q3 		$3.63M Hold
26,600
– – 2.55% 17
2024
Q2 		$3.64M Hold
26,600
– – 2.35% 19
2024
Q1 		$3.95M Hold
26,600
– – 2.58% 19
2023
Q4 		$4.18M Hold
26,600
– – 2.4% 18
2023
Q3 		$4.15M Hold
26,600
– – 2.55% 14
2023
Q2 		$4.77M Hold
26,600
– – 1.71% 17
2023
Q1 		$5.16M Hold
26,600
– – 1.86% 15
2022
Q4 		$4.62M Sell
26,600
-5,800
-18% -$1M 1.65% 20
2022
Q3 		$5.23M Hold
32,400
– – 1.22% 18
2022
Q2 		$5.91M Hold
32,400
– – 1.28% 16
2022
Q1 		$6.95M Hold
32,400
– – 1.07% 16
2021
Q4 		$6.95M Hold
32,400
– – 0.99% 18
2021
Q3 		$5.9M Hold
32,400
– – 0.9% 24
2021
Q2 		$6.74M Hold
32,400
– – 1.01% 17
2021
Q1 		$5.51M Hold
32,400
– – 0.81% 35
2020
Q4 		$5.46M Sell
32,400
-2,800
-8% -$473K 0.85% 34
2020
Q3 		$5.87M Hold
35,200
– – 1.11% 22
2020
Q2 		$3.91M Hold
35,200
– – 0.79% 40
2020
Q1 		$3.29M Buy
35,200
+2,900
+9% +$300K 0.69% 41
2019
Q4 		$3.78M Hold
32,300
– – 0.62% 49
2019
Q3 		$3.87M Hold
32,300
– – 0.67% 42
2019
Q2 		$3.34M Buy
32,300
+23,100
+251% +$2.4M 0.63% 48
2019
Q1 		$1.03M Buy
+9,200
New +$976K 0.2% 79

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Opus Investment Management's UPS Position: Q1 2026 in Review

Opus Investment Management held its United Parcel Service (UPS) position steady in Q1 2026 at 26,600 shares worth $2.62M. The position accounts for 1.56% of the portfolio, ranked #20.

Opus Investment Management first reported a position in UPS in Q1 2019 and has held it in 29 quarters since. The position peaked at $6.95M in Q1 2022. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Opus Investment Management held 26,600 shares of United Parcel Service worth $2.62M as of Q1 2026.
  • Opus Investment Management left its United Parcel Service share count unchanged in Q1 2026.
  • United Parcel Service made up 1.56% of Opus Investment Management's portfolio in Q1 2026, its #20 holding.
  • Opus Investment Management first reported a position in United Parcel Service in Q1 2019 and has held it in 29 quarters since.
  • Opus Investment Management's United Parcel Service position peaked at $6.95M in Q1 2022.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Opus Investment Management's 13F filing for Q1 2026, filed 13 May 2026.