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Waldron Private Wealth LLC

SEC CIK
0001598180
Latest filing
Jul 20, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Waldron Private Wealth 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of UPS by Waldron Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−4,035−100.0%Sold outHolders
Q2 20254,035$407.4K<0.1%−250−5.8%ReducedHolders
Q1 20254,285$471.4K<0.1%−1,364−24.1%ReducedHolders
Q4 20245,649$712.5K<0.1%+2,403+74.0%AddedHolders
Q3 20243,246$442.7K<0.1%−428−11.6%ReducedHolders
Q2 20243,674$502.8K<0.1%−337−8.4%ReducedHolders
Q1 20244,011$596.2K<0.1%−226−5.3%ReducedHolders
Q4 20234,237$666.2K<0.1%+754+21.6%AddedHolders
Q3 20233,483$542.9K<0.1%−685−16.4%ReducedHolders
Q2 20234,168$747.1K<0.1%−3,055−42.3%ReducedHolders
Q1 20237,223$1.40M0.1%+182+2.6%AddedHolders
Q4 20227,041$1.14M0.1%00.0%UnchangedHolders
Q3 20227,041$1.14M0.1%+450+6.8%AddedHolders
Q2 20226,591$1.20M0.1%+357+5.7%AddedHolders
Q1 20226,234$1.34M0.1%+104+1.7%AddedHolders
Q4 20216,130$1.31M0.1%+250+4.3%AddedHolders
Q3 20215,880$1.07M0.1%+1,282+27.9%AddedHolders
Q2 20214,598$956.0K0.1%+43+0.9%AddedHolders
Q1 20214,555$774.0K0.1%––Holders

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