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Livermore
Livermore
ZHEN

CX Institutional

SEC CIK
0001737089
Latest filing
Jul 1, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by CX Institutional, 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)
8,116
Value
$872.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UPS by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,116$872.0K<0.1%−949−10.5%ReducedHolders
Q1 20269,065$892.0K<0.1%−734−7.5%ReducedHolders
Q4 20259,799$972.0K<0.1%−61,858−86.3%ReducedHolders
Q3 202571,657$5.99M0.2%+11,492+19.1%AddedHolders
Q2 202560,165$6.07M0.2%+17,152+39.9%AddedHolders
Q1 202543,013$4.73M0.2%−1,154−2.6%ReducedHolders
Q4 202444,167$5.57M0.2%+9,733+28.3%AddedHolders
Q3 202434,434$4.69M0.2%−21,268−38.2%ReducedHolders
Q2 202455,702$7.62M0.4%+2,301+4.3%AddedHolders
Q1 202453,401$7.94M0.4%+12,456+30.4%AddedHolders
Q4 202340,945$6.44M0.3%+3,132+8.3%AddedHolders
Q3 202337,813$5.89M0.3%−7,043−15.7%ReducedHolders
Q2 202344,856$8.04M0.4%+4,801+12.0%AddedHolders
Q1 202340,055$7.76M0.4%+36,557+1,045.1%AddedHolders
Q4 20223,498$608.1K<0.1%+1,966+128.3%AddedHolders
Q3 20221,532$248.0K<0.1%−12,813−89.3%ReducedHolders
Q2 202214,345$2.62M0.2%+3,930+37.7%AddedHolders
Q1 202210,415$2.23M0.2%+8,920+596.7%AddedHolders
Q4 20211,495$320.0K<0.1%−7,122−82.7%ReducedHolders
Q3 20218,617$1.57M0.1%+7,260+535.0%AddedHolders
Q2 20211,357$282.0K<0.1%+136+11.1%AddedHolders
Q1 20211,221$208.0K<0.1%––Holders

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