OCM
UPS icon

Orion Capital Management’s United Parcel Service UPS Stock Holding History

Orion Capital 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
2025
Q1 		– Sell
-14
Closed -$1.76K – 502
2024
Q4 		$1.76K Buy
+14
New +$1.84K ﹤0.01% 448
2024
Q3 		– Sell
-14
Closed -$1.92K – 404
2024
Q2 		$1.92K Hold
14
– – ﹤0.01% 406
2024
Q1 		$2.08K Hold
14
– – ﹤0.01% 459
2023
Q4 		$2.2K Hold
14
– – ﹤0.01% 461
2023
Q3 		$2.18K Buy
+14
New +$2.42K ﹤0.01% 452

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orion Capital Management's UPS Position: Q1 2025 in Review

Orion Capital Management sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 14 shares — an estimated $1.76K sold.

Orion Capital Management first reported a position in UPS in Q3 2023 and held it in 5 quarters. The position peaked at $2.2K in Q4 2023. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Orion Capital Management reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
  • Orion Capital Management sold 14 United Parcel Service shares in Q1 2025, an estimated $1.76K.
  • Orion Capital Management first reported a position in United Parcel Service in Q3 2023 and held it in 5 quarters.
  • Orion Capital Management's United Parcel Service position peaked at $2.2K in Q4 2023.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

Based on Orion Capital Management's 13F filing for Q1 2025, filed 14 May 2025.