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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Heritage Wealth Advisors, 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)
2,249
Value
$241.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UPS by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,249$241.8K<0.1%+431+23.7%AddedHolders
Q1 20261,818$178.8K<0.1%−139−7.1%ReducedHolders
Q4 20251,957$194.1K<0.1%+28+1.5%AddedHolders
Q3 20251,929$161.2K<0.1%−290−13.1%ReducedHolders
Q2 20252,219$224.0K<0.1%−1,195−35.0%ReducedHolders
Q1 20253,414$375.5K<0.1%−293−7.9%ReducedHolders
Q4 20243,707$467.5K<0.1%+11+0.3%AddedHolders
Q3 20243,696$503.9K<0.1%−135−3.5%ReducedHolders
Q2 20243,831$524.2K<0.1%−1,763−31.5%ReducedHolders
Q1 20245,594$831.4K<0.1%−1,459−20.7%ReducedHolders
Q4 20237,053$1.11M0.1%+775+12.3%AddedHolders
Q3 20236,278$978.5K0.1%+1,082+20.8%AddedHolders
Q2 20235,196$931.3K<0.1%00.0%UnchangedHolders
Q1 20235,196$1.01M0.1%−5−0.1%ReducedHolders
Q4 20225,201$904.2K0.1%+296+6.0%AddedHolders
Q3 20224,905$792.3K0.1%+10.0%AddedHolders
Q2 20224,904$895.0K0.1%+1,163+31.1%AddedHolders
Q1 20223,741$802.0K<0.1%−8−0.2%ReducedHolders
Q4 20213,749$804.0K<0.1%+491+15.1%AddedHolders
Q3 20213,258$593.2K<0.1%−191−5.5%ReducedHolders
Q2 20213,449$717.4K<0.1%00.0%UnchangedHolders
Q1 20213,449$586.3K<0.1%––Holders

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