Sowell Financial Services LLC

SEC CIK: 0001633697
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

UPS holding history

United Parcel Service Inc in every 13F filed by Sowell Financial Services LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPS overview All 13F holders of UPS Full Q2 2026 holdings

Shares (Q2 2026): 79,005
Value: $8.49M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of UPS by Sowell Financial Services LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	79,005	$8.49M	0.3%	+1,342+1.7%	Added	Holders
Q1 2026	77,663	$7.64M	0.3%	−5,003−6.1%	Reduced	Holders
Q4 2025	82,666	$8.20M	0.3%	+1,989+2.5%	Added	Holders
Q3 2025	80,677	$6.74M	0.3%	+168+0.2%	Added	Holders
Q2 2025	80,509	$8.13M	0.3%	+6,238+8.4%	Added	Holders
Q1 2025	74,271	$8.17M	0.4%	+7,642+11.5%	Added	Holders
Q4 2024	66,629	$8.40M	0.4%	+216+0.3%	Added	Holders
Q3 2024	66,413	$9.05M	0.4%	+9,820+17.4%	Added	Holders
Q2 2024	56,593	$7.75M	0.4%	+1,560+2.8%	Added	Holders
Q1 2024	55,033	$8.18M	0.4%	−202−0.4%	Reduced	Holders
Q4 2023	55,235	$8.69M	0.5%	−15,987−22.4%	Reduced	Holders
Q3 2023	71,222	$11.1M	0.7%	+7,389+11.6%	Added	Holders
Q2 2023	63,833	$11.4M	0.6%	+27,273+74.6%	Added	Holders
Q1 2023	36,560	$7.09M	0.5%	−32,837−47.3%	Reduced	Holders
Q4 2022	69,397	$12.1M	0.8%	+2,358+3.5%	Added	Holders
Q3 2022	67,039	$10.8M	1.1%	−1,304−1.9%	Reduced	Holders
Q2 2022	68,343	$12.5M	1.2%	+53,525+361.2%	Added	Holders
Q1 2022	14,818	$2.99M	0.5%	−49,054−76.8%	Reduced	Holders
Q4 2021	63,872	$13.7M	0.8%	+6,918+12.1%	Added	Holders
Q3 2021	56,954	$10.4M	0.7%	+1,635+3.0%	Added	Holders
Q2 2021	55,319	$11.5M	0.8%	−30,578−35.6%	Reduced	Holders
Q1 2021	85,897	$18.4M	0.6%	–	–	Holders

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