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Livermore
Livermore
ZHEN

Fortis Advisors, LLC

SEC CIK
0001697478
Latest filing
Aug 13, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Fortis 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)
7,970
Value
$856.7K
% of portfolio
0.4%
Quarters held
21
Since Q1 2021
Holdings of UPS by Fortis Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,970$856.7K0.4%+15+0.2%AddedHolders
Q1 20267,955$782.7K0.4%+1,014+14.6%AddedHolders
Q4 20256,941$688.5K0.4%+1,516+27.9%AddedHolders
Q3 20255,425$453.2K0.3%−1,483−21.5%ReducedHolders
Q2 20256,908$697.3K0.4%+15+0.2%AddedHolders
Q1 20256,893$758.1K0.5%+13+0.2%AddedHolders
Q4 20246,880$867.6K0.6%+11+0.2%AddedHolders
Q3 20246,869$936.6K0.6%−3,894−36.2%ReducedHolders
Q2 202410,763$1.47M1.0%−5,490−33.8%ReducedHolders
Q1 202416,253$2.42M1.6%−1,291−7.4%ReducedHolders
Q4 202317,544$2.76M2.0%+9+0.1%AddedHolders
Q3 202317,535$2.73M2.1%+17,535NewHolders
Q2 20230$00.0%−18,183−100.0%Sold outHolders
Q1 202318,183$3.53M2.3%+70.0%AddedHolders
Q4 202218,176$3.16M2.4%+70.0%AddedHolders
Q3 202218,169$2.94M2.1%−270−1.5%ReducedHolders
Q2 202218,439$3.37M2.2%+70.0%AddedHolders
Q1 202218,432$3.95M2.2%+50.0%AddedHolders
Q4 202118,427$3.95M2.3%+40.0%AddedHolders
Q3 202118,423$3.35M2.0%+40.0%AddedHolders
Q2 202118,419$3.83M2.2%−200−1.1%ReducedHolders
Q1 202118,619$3.17M2.3%––Holders

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