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Livermore
Livermore
ZHEN

Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Evercore Wealth Management, 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 Q2 2026 holdings

Shares (Q2 2026)
12,615
Value
$1.36M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UPS by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,615$1.36M<0.1%+255+2.1%AddedHolders
Q1 202612,360$1.22M<0.1%−2,590−17.3%ReducedHolders
Q4 202514,950$1.48M<0.1%−1,170−7.3%ReducedHolders
Q3 202516,120$1.35M<0.1%−6,185−27.7%ReducedHolders
Q2 202522,305$2.25M<0.1%−14,921−40.1%ReducedHolders
Q1 202537,226$4.09M0.1%−24,891−40.1%ReducedHolders
Q4 202462,117$7.83M0.1%+16,880+37.3%AddedHolders
Q3 202445,237$6.17M0.1%−13,041−22.4%ReducedHolders
Q2 202458,278$7.98M0.1%−2,328−3.8%ReducedHolders
Q1 202460,606$9.01M0.1%−2,377−3.8%ReducedHolders
Q4 202362,983$9.90M0.2%−14,076−18.3%ReducedHolders
Q3 202377,059$12.0M0.2%−3,999−4.9%ReducedHolders
Q2 202381,058$14.5M0.3%−1,158−1.4%ReducedHolders
Q1 202382,216$15.9M0.3%+37,902+85.5%AddedHolders
Q4 202244,314$7.70M0.2%+3,073+7.5%AddedHolders
Q3 202241,241$6.66M0.2%+51+0.1%AddedHolders
Q2 202241,190$7.52M0.2%−185−0.4%ReducedHolders
Q1 202241,375$8.87M0.2%−805−1.9%ReducedHolders
Q4 202142,180$9.04M0.1%+150.0%AddedHolders
Q3 202142,165$7.68M0.1%−740−1.7%ReducedHolders
Q2 202142,905$8.92M0.2%−3,555−7.7%ReducedHolders
Q1 202146,460$7.90M0.2%––Holders

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