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Coastal Bridge Advisors, LLC

SEC CIK
0001665976
Latest filing
Aug 17, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Coastal Bridge 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)
25,540
Value
$2.75M
% of portfolio
0.2%
Quarters held
4
Since Q2 2025
Holdings of UPS by Coastal Bridge Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,540$2.75M0.2%+25,540NewHolders
Q1 20260$00.0%−2,572−100.0%Sold outHolders
Q4 20252,572$255.1K<0.1%−85−3.2%ReducedHolders
Q3 20252,657$221.9K<0.1%−209−7.3%ReducedHolders
Q2 20252,866$289.3K<0.1%+2,866NewHolders