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Pinnacle Associates Ltd

SEC CIK
0000743127
Latest filing
Aug 3, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Pinnacle Associates Ltd, 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 Q2 2026 holdings

Shares (Q2 2026)
18,123
Value
$1.95M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UPS by Pinnacle Associates Ltd, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,123$1.95M<0.1%−1,269−6.5%ReducedHolders
Q1 202619,392$1.91M<0.1%−1,613−7.7%ReducedHolders
Q4 202521,005$2.08M<0.1%+545+2.7%AddedHolders
Q3 202520,460$1.71M<0.1%−5,878−22.3%ReducedHolders
Q2 202526,338$2.66M<0.1%−24,220−47.9%ReducedHolders
Q1 202550,558$5.56M0.1%−20,420−28.8%ReducedHolders
Q4 202470,978$8.95M0.1%−33,753−32.2%ReducedHolders
Q3 2024104,731$16.5M0.3%+13,473+14.8%AddedHolders
Q2 202491,258$12.5M0.2%−6,963−7.1%ReducedHolders
Q1 202498,221$14.6M0.2%−6,510−6.2%ReducedHolders
Q4 2023104,731$16.5M0.3%−8,375−7.4%ReducedHolders
Q3 2023113,106$17.6M0.3%+7,386+7.0%AddedHolders
Q2 2023105,720$19.0M0.3%+16,595+18.6%AddedHolders
Q1 202389,125$17.3M0.4%−494−0.6%ReducedHolders
Q4 202289,619$15.6M0.3%−1,674−1.8%ReducedHolders
Q3 202291,293$14.7M0.3%−8,072−8.1%ReducedHolders
Q2 202299,365$18.1M0.4%−3,492−3.4%ReducedHolders
Q1 2022102,857$22.1M0.4%+2,572+2.6%AddedHolders
Q4 2021100,285$21.5M0.4%+479+0.5%AddedHolders
Q3 202199,806$18.2M0.3%+17,555+21.3%AddedHolders
Q2 202182,251$17.1M0.3%−11,322−12.1%ReducedHolders
Q1 202193,573$15.9M0.3%––Holders

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