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WT Wealth Management

SEC CIK
0001780507
Latest filing
Jul 22, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by WT Wealth Management, 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of UPS by WT Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−16,119−100.0%Sold outHolders
Q4 202416,119$2.03M0.6%−566−3.4%ReducedHolders
Q3 202416,685$2.27M0.7%+3,175+23.5%AddedHolders
Q2 202413,510$1.85M0.6%+86+0.6%AddedHolders
Q1 202413,424$2.00M0.7%+1,488+12.5%AddedHolders
Q4 202311,936$1.88M0.7%+3,189+36.5%AddedHolders
Q3 20238,747$1.36M0.6%+1,720+24.5%AddedHolders
Q2 20237,027$1.26M0.5%+246+3.6%AddedHolders
Q1 20236,781$1.32M0.6%−743−9.9%ReducedHolders
Q4 20227,524$1.31M0.6%+335+4.7%AddedHolders
Q3 20227,189$1.16M0.6%−426−5.6%ReducedHolders
Q2 20227,615$1.39M0.7%−812−9.6%ReducedHolders
Q1 20228,427$1.81M0.7%−972−10.3%ReducedHolders
Q4 20219,399$2.02M0.7%+227+2.5%AddedHolders
Q3 20219,172$1.67M0.6%+1,703+22.8%AddedHolders
Q2 20217,469$1.55M0.6%−771−9.4%ReducedHolders
Q1 20218,240$1.40M0.6%––Holders

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