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Gradient Capital Advisors, LLC

SEC CIK
0001727917
Latest filing
Jul 13, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Gradient Capital 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 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2021
Holdings of UPS by Gradient Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−1,067−100.0%Sold outHolders
Q1 20231,067$207.0K0.1%+1,067NewHolders
Q2 20220$00.0%−1,059−100.0%Sold outHolders
Q1 20221,059$227.0K0.1%00.0%UnchangedHolders
Q4 20211,059$227.0K0.1%+1,059NewHolders
Q3 20210$00.0%−1,059−100.0%Sold outHolders
Q2 20211,059$220.0K0.1%+1,059NewHolders