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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by EP Wealth Advisors, 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)
85,818
Value
$9.23M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of UPS by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202685,818$9.23M<0.1%+52,744+159.5%AddedHolders
Q1 202633,074$3.25M<0.1%+1,362+4.3%AddedHolders
Q4 202531,712$3.15M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202534,803$3.51M<0.1%+4,137+13.5%AddedHolders
Q1 202530,666$3.37M<0.1%+460+1.5%AddedHolders
Q4 202430,206$3.81M<0.1%−2,170−6.7%ReducedHolders
Q3 202432,376$4.41M<0.1%+5,433+20.2%AddedHolders
Q2 202426,943$3.69M<0.1%+6,265+30.3%AddedHolders
Q1 202420,678$3.07M<0.1%+3,379+19.5%AddedHolders
Q4 202317,299$2.72M<0.1%−1,230−6.6%ReducedHolders
Q3 202318,529$2.89M<0.1%−6,634−26.4%ReducedHolders
Q2 202325,163$3.71M0.1%−145,610−85.3%ReducedHolders
Q1 2023170,773$34.4M0.7%+155,236+999.1%AddedHolders
Q4 202215,537$2.70M<0.1%−397−2.5%ReducedHolders
Q3 202215,934$2.57M0.1%+5,092+47.0%AddedHolders
Q2 202210,842$1.98M<0.1%+453+4.4%AddedHolders
Q1 202210,389$2.23M<0.1%−285−2.7%ReducedHolders
Q4 202110,674$2.29M0.1%+195+1.9%AddedHolders
Q3 202110,479$1.91M0.1%−1,114−9.6%ReducedHolders
Q2 202111,593$2.41M0.1%−846−6.8%ReducedHolders
Q1 202112,439$2.12M0.1%––Holders

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