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Fortis Group Advisors, LLC

SEC CIK
0001815183
Latest filing
Jul 24, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Fortis Group 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)
2,477
Value
$266.3K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of UPS by Fortis Group Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,477$266.3K<0.1%+16+0.7%AddedHolders
Q1 20262,461$265.2K<0.1%−14,499−85.5%ReducedHolders
Q4 202516,960$1.80M0.3%−25−0.1%ReducedHolders
Q3 202516,985$1.63M0.3%+16,735+6,694.0%AddedHolders
Q2 2025250$25.2K<0.1%−2,211−89.8%ReducedHolders
Q1 20252,461$270.7K0.1%00.0%UnchangedHolders
Q4 20242,461$310.3K0.1%−6−0.2%ReducedHolders
Q3 20242,467$336.3K0.1%+2+0.1%AddedHolders
Q2 20242,465$337.4K0.1%+10.0%AddedHolders
Q1 20242,464$366.2K0.1%−255−9.4%ReducedHolders
Q4 20232,719$509.0K0.1%+250+10.1%AddedHolders
Q3 20232,469$469.4K0.1%+258+11.7%AddedHolders
Q2 20232,211$396.3K0.1%−8−0.4%ReducedHolders
Q1 20232,219$399.0K0.1%–No prior filingHolders