Smith, Salley & Associates
- SEC CIK
- 0001482012
- Latest filing
- Jul 23, 2026
UPS holding history
United Parcel Service Inc in every 13F filed by Smith, Salley & Associates, 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)
- 4,502
- Value
- $484.0K
- % of portfolio
- <0.1%
- Quarters held
- 21
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,502 | $484.0K | <0.1% | +858+23.5% | Added | Holders |
| Q1 2026 | 3,644 | $358.5K | <0.1% | +3,644 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −3,592−100.0% | Sold out | Holders |
| Q3 2025 | 3,592 | $300.0K | <0.1% | +96+2.7% | Added | Holders |
| Q2 2025 | 3,496 | $352.9K | <0.1% | −364−9.4% | Reduced | Holders |
| Q1 2025 | 3,860 | $424.6K | <0.1% | −50−1.3% | Reduced | Holders |
| Q4 2024 | 3,910 | $493.1K | <0.1% | −132−3.3% | Reduced | Holders |
| Q3 2024 | 4,042 | $551.0K | <0.1% | +52+1.3% | Added | Holders |
| Q2 2024 | 3,990 | $546.0K | <0.1% | −145−3.5% | Reduced | Holders |
| Q1 2024 | 4,135 | $614.6K | <0.1% | −17,459−80.9% | Reduced | Holders |
| Q4 2023 | 21,594 | $3.40M | 0.2% | −493−2.2% | Reduced | Holders |
| Q3 2023 | 22,087 | $3.44M | 0.3% | −175−0.8% | Reduced | Holders |
| Q2 2023 | 22,262 | $3.99M | 0.3% | +5,451+32.4% | Added | Holders |
| Q1 2023 | 16,811 | $3.26M | 0.3% | +66+0.4% | Added | Holders |
| Q4 2022 | 16,745 | $2.91M | 0.2% | +369+2.3% | Added | Holders |
| Q3 2022 | 16,376 | $2.65M | 0.2% | +205+1.3% | Added | Holders |
| Q2 2022 | 16,171 | $2.95M | 0.3% | +3,779+30.5% | Added | Holders |
| Q1 2022 | 12,392 | $2.66M | 0.2% | +247+2.0% | Added | Holders |
| Q4 2021 | 12,145 | $2.60M | 0.2% | +238+2.0% | Added | Holders |
| Q3 2021 | 11,907 | $2.17M | 0.2% | +551+4.9% | Added | Holders |
| Q2 2021 | 11,356 | $2.36M | 0.2% | −371−3.2% | Reduced | Holders |
| Q1 2021 | 11,727 | $1.99M | 0.2% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.