D.B. Root & Company, LLC
- SEC CIK
- 0001731717
- Latest filing
- Aug 13, 2026
UPS holding history
United Parcel Service Inc in every 13F filed by D.B. Root & Company, 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)
- 2,635
- Value
- $283.3K
- % of portfolio
- 0.1%
- Quarters held
- 17
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,635 | $283.3K | 0.1% | −19−0.7% | Reduced | Holders |
| Q1 2026 | 2,654 | $261.1K | 0.1% | +595+28.9% | Added | Holders |
| Q4 2025 | 2,059 | $204.2K | <0.1% | +2,059 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −2,802−100.0% | Sold out | Holders |
| Q2 2024 | 2,802 | $383.5K | 0.1% | −4,273−60.4% | Reduced | Holders |
| Q1 2024 | 7,075 | $1.05M | 0.4% | −404−5.4% | Reduced | Holders |
| Q4 2023 | 7,479 | $1.18M | 0.4% | −114−1.5% | Reduced | Holders |
| Q3 2023 | 7,593 | $1.18M | 0.5% | +141+1.9% | Added | Holders |
| Q2 2023 | 7,452 | $1.34M | 0.5% | +259+3.6% | Added | Holders |
| Q1 2023 | 7,193 | $1.40M | 0.5% | +413+6.1% | Added | Holders |
| Q4 2022 | 6,780 | $1.18M | 0.5% | +428+6.7% | Added | Holders |
| Q3 2022 | 6,352 | $1.03M | 0.5% | −1,455−18.6% | Reduced | Holders |
| Q2 2022 | 7,807 | $1.43M | 0.6% | +390+5.3% | Added | Holders |
| Q1 2022 | 7,417 | $1.59M | 0.6% | +177+2.4% | Added | Holders |
| Q4 2021 | 7,240 | $1.55M | 0.6% | +1,640+29.3% | Added | Holders |
| Q3 2021 | 5,600 | $1.02M | 0.4% | +58+1.0% | Added | Holders |
| Q2 2021 | 5,542 | $1.15M | 0.4% | +142+2.6% | Added | Holders |
| Q1 2021 | 5,400 | $917.0K | 0.4% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.