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United Parcel Service shares owned by Optimum Investment Advisors

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Optimum Investment Advisors from 13F filings

Historical chart of Optimum Investment Advisors investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

All positions including United Parcel Service held by Optimum Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Optimum Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 20k 83.53
2025-06-30 $32k 21k 1.55
2025-03-31 $157k 21k 7.58
2024-12-31 $95k 21k 4.50
2024-09-30 $15k 21k 0.71
2024-06-30 $63k 21k 2.99
2024-03-31 $63k 21k 2.98
2023-12-31 $35k 19k 1.80
2023-09-30 $81k 21k 3.82
2023-06-30 $189k 21k 8.88
2023-03-31 $42k 21k 1.96
2022-12-31 $249k 21k 12.02
2022-09-30 $320k 21k 15.33
2022-06-30 $173k 22k 8.00
2022-03-31 $222k 25k 9.00
2021-12-31 $16k 23k 0.70
2021-09-30 $200k 23k 8.80
2021-06-30 $114k 24k 4.80
2021-03-31 $249k 33k 7.50
2020-12-31 $248k 26k 9.50
2020-09-30 $259k 26k 10.00
2020-06-30 $11k 30k 0.37
2020-03-31 $40k 31k 1.31
2019-12-31 $2.2M 19k 117.06
2019-09-30 $2.2M 18k 119.81
2019-06-30 $1.9M 19k 103.29
2019-03-31 $2.1M 19k 111.76
2018-12-31 $2.2M 23k 97.55
2018-09-30 $2.3M 20k 116.77
2018-06-30 $2.0M 19k 106.21
2018-03-31 $2.5M 24k 104.64
2017-12-31 $2.2M 18k 119.15
2017-09-30 $2.2M 18k 120.08
2017-06-30 $2.0M 18k 110.57
2017-03-31 $2.0M 19k 107.33
2016-12-31 $2.2M 19k 114.63
2016-09-30 $263k 2.4k 109.36
2016-06-30 $270k 2.5k 107.66
2016-03-31 $317k 3.0k 105.39
2015-12-31 $309k 3.2k 96.32
2015-09-30 $294k 3.0k 98.72
2015-03-31 $263k 2.7k 96.65
2014-12-31 $301k 2.7k 110.98
2014-09-30 $274k 2.5k 108.80
2014-06-30 $156k 1.6k 97.32
2014-03-31 $156k 1.6k 97.32
2013-12-31 $168k 1.6k 104.80
2013-09-30 $1.5M 16k 91.36
2010-12-31 $368k 5.1k 72.58