OPS
UPS icon

Orion Portfolio Solutions’s United Parcel Service UPS Stock Holding History

Orion Portfolio Solutions’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 		$10.8M Buy
98,233
+5,663
+6% +$677K 0.11% 181
2024
Q4 		$11.7M Buy
92,570
+8,693
+10% +$1.14M 0.12% 161
2024
Q3 		$11.4M Sell
83,877
-4,095
-5% -$538K 0.11% 176
2024
Q2 		$12M Sell
87,972
-3,672
-4% -$526K 0.13% 152
2024
Q1 		$13.6M Buy
91,644
+12,524
+16% +$1.9M 0.15% 143
2023
Q4 		$12.7M Sell
79,120
-15,286
-16% -$2.31M 0.15% 142
2023
Q3 		$14.7M Sell
94,406
-3,880
-4% -$670K 0.18% 122
2023
Q2 		$17.6M Sell
98,286
-4,234
-4% -$752K 0.19% 103
2023
Q1 		$19.9M Buy
102,520
+88,644
+639% +$16.3M 0.25% 78
2022
Q4 		$2.41M Buy
13,876
+2,339
+20% +$405K 0.08% 167
2022
Q3 		$1.86M Buy
11,537
+4,322
+60% +$818K 0.07% 174
2022
Q2 		$1.32M Buy
7,215
+2,197
+44% +$401K 0.05% 203
2022
Q1 		$1.08M Buy
5,018
+372
+8% +$79K 0.04% 253
2021
Q4 		$996K Buy
4,646
+210
+5% +$42.7K 0.03% 269
2021
Q3 		$808K Buy
4,436
+424
+11% +$83.7K 0.03% 291
2021
Q2 		$834K Sell
4,012
-117
-3% -$23.4K 0.03% 262
2021
Q1 		$702K Buy
4,129
+162
+4% +$26.2K 0.03% 256
2020
Q4 		$668K Sell
3,967
-280
-7% -$47.3K 0.03% 253
2020
Q3 		$708K Buy
4,247
+336
+9% +$48.9K 0.04% 218
2020
Q2 		$435K Buy
3,911
+845
+28% +$84.4K 0.02% 263
2020
Q1 		$286K Sell
3,066
-2,712
-47% -$281K 0.02% 266
2019
Q4 		$676K Buy
+5,778
New +$684K 0.05% 172

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 Portfolio Solutions's UPS Position: Q1 2025 in Review

Orion Portfolio Solutions increased its United Parcel Service (UPS) stake by 6.1% in Q1 2025, buying an estimated $677K and bringing the position to 98,233 shares worth $10.8M. The position accounts for 0.11% of the portfolio, ranked #181.

Orion Portfolio Solutions first reported a position in UPS in Q4 2019 and has held it in 22 quarters since. The position peaked at $19.9M in Q1 2023. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.

  • Orion Portfolio Solutions held 98,233 shares of United Parcel Service worth $10.8M as of Q1 2025.
  • Orion Portfolio Solutions bought 5,663 United Parcel Service shares in Q1 2025, an estimated $677K.
  • United Parcel Service made up 0.11% of Orion Portfolio Solutions's portfolio in Q1 2025, its #181 holding.
  • Orion Portfolio Solutions first reported a position in United Parcel Service in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's United Parcel Service position peaked at $19.9M in Q1 2023.
  • 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.

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