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Livermore
Livermore
ZHEN

Evoke Wealth, LLC

SEC CIK
0001793432
Latest filing
Aug 10, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Evoke Wealth, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of UPS by Evoke Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−5,892−100.0%Sold outHolders
Q1 20265,892$579.7K<0.1%−21−0.4%ReducedHolders
Q4 20255,913$586.5K<0.1%+2,881+95.0%AddedHolders
Q3 20253,032$253.3K<0.1%−2,648−46.6%ReducedHolders
Q2 20255,680$573.3K<0.1%+2,927+106.3%AddedHolders
Q1 20252,753$302.8K<0.1%+354+14.8%AddedHolders
Q4 20242,399$302.5K<0.1%+491+25.7%AddedHolders
Q3 20241,908$260.1K<0.1%+1,908NewHolders
Q2 20240$00.0%−2,086−100.0%Sold outHolders
Q1 20242,086$310.1K<0.1%+2,086NewHolders
Q4 20230$00.0%−2,047−100.0%Sold outHolders
Q3 20232,047$319.1K<0.1%+82+4.2%AddedHolders
Q2 20231,965$352.2K<0.1%+47+2.5%AddedHolders
Q1 20231,918$372.0K<0.1%−64−3.2%ReducedHolders
Q4 20221,982$344.5K<0.1%−728−26.9%ReducedHolders
Q3 20222,710$438.0K<0.1%+51+1.9%AddedHolders
Q2 20222,659$485.0K<0.1%−632−19.2%ReducedHolders
Q1 20223,291$706.0K<0.1%−207−5.9%ReducedHolders
Q4 20213,498$750.0K<0.1%+103+3.0%AddedHolders
Q3 20213,395$618.0K<0.1%−14−0.4%ReducedHolders
Q2 20213,409$709.0K<0.1%+99+3.0%AddedHolders
Q1 20213,310$563.0K<0.1%––Holders

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