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Livermore
Livermore
ZHEN

Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Sheets Smith Wealth Management, 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)
2,198
Value
$236.3K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of UPS by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,198$236.3K<0.1%+30+1.4%AddedHolders
Q1 20262,168$213.3K<0.1%+2,168NewHolders
Q3 20250$00.0%−2,450−100.0%Sold outHolders
Q2 20252,450$247.3K<0.1%+20+0.8%AddedHolders
Q1 20252,430$267.3K<0.1%00.0%UnchangedHolders
Q4 20242,430$306.4K<0.1%+602+32.9%AddedHolders
Q3 20241,828$249.2K<0.1%−16,600−90.1%ReducedHolders
Q2 202418,428$2.52M0.3%−875−4.5%ReducedHolders
Q1 202419,303$2.87M0.3%−2,285−10.6%ReducedHolders
Q4 202321,588$3.39M0.5%−300−1.4%ReducedHolders
Q3 202321,888$3.41M0.5%−407−1.8%ReducedHolders
Q2 202322,295$4.00M0.6%+54+0.2%AddedHolders
Q1 202322,241$4.31M0.7%+30.0%AddedHolders
Q4 202222,238$3.87M0.6%+300+1.4%AddedHolders
Q3 202221,938$3.54M0.6%+600+2.8%AddedHolders
Q2 202221,338$3.90M0.6%−1,000−4.5%ReducedHolders
Q1 202222,338$4.79M0.7%+30.0%AddedHolders
Q4 202122,335$4.79M0.6%00.0%UnchangedHolders
Q3 202122,335$4.07M0.6%−221−1.0%ReducedHolders
Q2 202122,556$4.69M0.6%−200−0.9%ReducedHolders
Q1 202122,756$3.87M0.6%––Holders

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