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Orion Portfolio Solutions, LLC

SEC CIK
0001802647
Latest filing
May 15, 2025

UPS holding history

United Parcel Service Inc in every 13F filed by Orion Portfolio Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPS overviewAll 13F holders of UPSFull Q1 2025 holdings

Shares (Q1 2025)
98,233
Value
$10.8M
% of portfolio
0.1%
Quarters held
17
Since Q1 2021
Holdings of UPS by Orion Portfolio Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202598,233$10.8M0.1%+5,663+6.1%AddedHolders
Q4 202492,570$11.7M0.1%+8,693+10.4%AddedHolders
Q3 202483,877$11.4M0.1%−4,095−4.7%ReducedHolders
Q2 202487,972$12.0M0.1%−3,672−4.0%ReducedHolders
Q1 202491,644$13.6M0.1%+12,524+15.8%AddedHolders
Q4 202379,120$12.7M0.1%−15,286−16.2%ReducedHolders
Q3 202394,406$14.7M0.2%−3,880−3.9%ReducedHolders
Q2 202398,286$17.6M0.2%−4,234−4.1%ReducedHolders
Q1 2023102,520$19.9M0.3%+88,644+638.8%AddedHolders
Q4 202213,876$2.41M0.1%+2,339+20.3%AddedHolders
Q3 202211,537$1.86M0.1%+4,322+59.9%AddedHolders
Q2 20227,215$1.32M0.1%+2,197+43.8%AddedHolders
Q1 20225,018$1.08M<0.1%+372+8.0%AddedHolders
Q4 20214,646$996.0K<0.1%+210+4.7%AddedHolders
Q3 20214,436$808.0K<0.1%+424+10.6%AddedHolders
Q2 20214,012$834.0K<0.1%−117−2.8%ReducedHolders
Q1 20214,129$702.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.