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Livermore
Livermore
ZHEN

RSM US Wealth Management LLC

SEC CIK
0001679031
Latest filing
Aug 4, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by RSM US Wealth Management 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)
152,620
Value
$16.4M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of UPS by RSM US Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026152,620$16.4M0.2%−1,592−1.0%ReducedHolders
Q1 2026154,212$15.2M0.2%−116−0.1%ReducedHolders
Q4 2025154,328$15.4M0.2%+3,971+2.6%AddedHolders
Q3 2025150,357$12.6M0.2%−578−0.4%ReducedHolders
Q2 2025150,935$15.2M0.2%−493−0.3%ReducedHolders
Q1 2025151,428$16.7M0.3%−361−0.2%ReducedHolders
Q4 2024151,789$19.1M0.3%−1,684−1.1%ReducedHolders
Q3 2024153,473$20.5M0.3%+1,609+1.1%AddedHolders
Q2 2024151,864$20.6M0.3%+13,597+9.8%AddedHolders
Q1 2024138,267$20.6M0.5%+509+0.4%AddedHolders
Q4 2023137,758$21.7M0.6%+1,321+1.0%AddedHolders
Q3 2023136,437$21.3M0.8%+3,851+2.9%AddedHolders
Q2 2023132,586$23.8M0.8%−500.0%ReducedHolders
Q1 2023132,636$25.7M0.9%+6,916+5.5%AddedHolders
Q4 2022125,720$21.9M1.1%+600.0%AddedHolders
Q3 2022125,660$20.3M1.2%−66−0.1%ReducedHolders
Q2 2022125,726$22.9M1.3%−260.0%ReducedHolders
Q1 2022125,752$27.0M1.4%00.0%UnchangedHolders
Q4 2021125,752$27.0M1.3%+590.0%AddedHolders
Q3 2021125,693$22.9M1.2%+300.0%AddedHolders
Q2 2021125,663$26.1M1.4%+2,306+1.9%AddedHolders
Q1 2021123,357$21.0M1.3%––Holders

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