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Emerald Advisors, LLC

SEC CIK
0001802611
Latest filing
Jul 20, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Emerald Advisors, 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)
5,127
Value
$551.2K
% of portfolio
0.1%
Quarters held
12
Since Q3 2023
Holdings of UPS by Emerald Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,127$551.2K0.1%−3,254−38.8%ReducedHolders
Q1 20268,381$824.6K0.1%+308+3.8%AddedHolders
Q4 20258,073$800.8K0.1%+1,229+18.0%AddedHolders
Q3 20256,844$571.7K0.1%−1,097−13.8%ReducedHolders
Q2 20257,941$801.6K0.1%+649+8.9%AddedHolders
Q1 20257,292$802.0K0.1%+1,062+17.0%AddedHolders
Q4 20246,230$785.6K0.1%+467+8.1%AddedHolders
Q3 20245,763$783.3K0.1%+485+9.2%AddedHolders
Q2 20245,278$722.3K0.1%+1,502+39.8%AddedHolders
Q1 20243,776$561.2K0.1%+632+20.1%AddedHolders
Q4 20233,144$494.3K0.1%−772−19.7%ReducedHolders
Q3 20233,916$610.4K0.1%+3,916NewHolders