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Livermore
Livermore
ZHEN

Westshore Wealth, LLC

SEC CIK
0001806366
Latest filing
Aug 10, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Westshore 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)
91,149
Value
$9.80M
% of portfolio
3.0%
Quarters held
22
Since Q1 2021
Holdings of UPS by Westshore Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202691,149$9.80M3.0%+56+0.1%AddedHolders
Q1 202691,093$8.96M3.1%+10.0%AddedHolders
Q4 202591,092$9.04M3.0%−260.0%ReducedHolders
Q3 202591,118$7.61M2.6%−152−0.2%ReducedHolders
Q2 202591,270$9.21M3.5%00.0%UnchangedHolders
Q1 202591,270$10.0M4.2%+10.0%AddedHolders
Q4 202491,269$11.5M4.7%00.0%UnchangedHolders
Q3 202491,269$12.4M5.1%−73,755−44.7%ReducedHolders
Q2 2024165,024$22.6M9.4%00.0%UnchangedHolders
Q1 2024165,024$24.5M10.2%00.0%UnchangedHolders
Q4 2023165,024$25.9M12.0%+10.0%AddedHolders
Q3 2023165,023$25.7M14.3%00.0%UnchangedHolders
Q2 2023165,023$29.6M15.1%−8,662−5.0%ReducedHolders
Q1 2023173,685$33.7M17.7%−823−0.5%ReducedHolders
Q4 2022174,508$30.3M17.3%−2,724−1.5%ReducedHolders
Q3 2022177,232$28.6M19.7%+12,250+7.4%AddedHolders
Q2 2022164,982$30.1M19.6%00.0%UnchangedHolders
Q1 2022164,982$35.4M23.8%+270.0%AddedHolders
Q4 2021164,955$35.4M24.2%+168+0.1%AddedHolders
Q3 2021164,787$30.0M24.2%−1,369−0.8%ReducedHolders
Q2 2021166,156$34.6M17.8%00.0%UnchangedHolders
Q1 2021166,156$28.2M16.1%––Holders

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