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Livermore
Livermore
ZHEN

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Marks Group Wealth Management, Inc, 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)
4,301
Value
$462.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UPS by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,301$462.4K<0.1%−18−0.4%ReducedHolders
Q1 20264,319$424.9K<0.1%00.0%UnchangedHolders
Q4 20254,319$428.4K<0.1%−68−1.6%ReducedHolders
Q3 20254,387$366.5K<0.1%−11,242−71.9%ReducedHolders
Q2 202515,629$1.58M0.1%−3,261−17.3%ReducedHolders
Q1 202518,890$2.08M0.2%+267+1.4%AddedHolders
Q4 202418,623$2.35M0.2%+1,320+7.6%AddedHolders
Q3 202417,303$2.36M0.2%−59−0.3%ReducedHolders
Q2 202417,362$2.38M0.3%+4,337+33.3%AddedHolders
Q1 202413,025$1.94M0.2%−233−1.8%ReducedHolders
Q4 202313,258$2.08M0.2%−1,667−11.2%ReducedHolders
Q3 202314,925$2.33M0.3%−853−5.4%ReducedHolders
Q2 202315,778$2.83M0.3%+504+3.3%AddedHolders
Q1 202315,274$2.96M0.4%+1,724+12.7%AddedHolders
Q4 202213,550$2.36M0.3%+1,299+10.6%AddedHolders
Q3 202212,251$1.98M0.3%+1,643+15.5%AddedHolders
Q2 202210,608$1.94M0.3%+2,285+27.5%AddedHolders
Q1 20228,323$1.78M0.2%+2,171+35.3%AddedHolders
Q4 20216,152$1.32M0.2%+1,286+26.4%AddedHolders
Q3 20214,866$885.0K0.1%+356+7.9%AddedHolders
Q2 20214,510$937.0K0.1%+61+1.4%AddedHolders
Q1 20214,449$754.0K0.1%––Holders

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