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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Wealthspire 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)
8,462
Value
$909.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UPS by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,462$909.7K<0.1%+1,572+22.8%AddedHolders
Q1 20266,890$677.9K<0.1%−654−8.7%ReducedHolders
Q4 20257,544$748.3K<0.1%+4,191+125.0%AddedHolders
Q3 20253,353$280.0K<0.1%−841−20.1%ReducedHolders
Q2 20254,194$423.3K<0.1%+65+1.6%AddedHolders
Q1 20254,129$454.1K<0.1%−282−6.4%ReducedHolders
Q4 20244,411$556.2K<0.1%−287−6.1%ReducedHolders
Q3 20244,698$640.5K<0.1%−377−7.4%ReducedHolders
Q2 20245,075$694.6K<0.1%−92−1.8%ReducedHolders
Q1 20245,167$768.0K<0.1%−526−9.2%ReducedHolders
Q4 20235,693$895.1K<0.1%+783+15.9%AddedHolders
Q3 20234,910$765.3K<0.1%+994+25.4%AddedHolders
Q2 20233,916$701.9K<0.1%−88−2.2%ReducedHolders
Q1 20234,004$776.8K<0.1%−1,676−29.5%ReducedHolders
Q4 20225,680$987.3K<0.1%+1,393+32.5%AddedHolders
Q3 20224,287$693.0K<0.1%+135+3.3%AddedHolders
Q2 20224,152$758.0K<0.1%+1,714+70.3%AddedHolders
Q1 20222,438$523.0K<0.1%−4,138−62.9%ReducedHolders
Q4 20216,576$1.41M<0.1%−796−10.8%ReducedHolders
Q3 20217,372$1.34M<0.1%+5,506+295.1%AddedHolders
Q2 20211,866$388.0K<0.1%−10,943−85.4%ReducedHolders
Q1 202112,809$2.18M0.1%––Holders

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