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Livermore
Livermore
ZHEN

Marshall Financial Group LLC

SEC CIK
0001841496
Latest filing
Jul 17, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Marshall Financial Group 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)
2,310
Value
$248.3K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of UPS by Marshall Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,310$248.3K<0.1%−17−0.7%ReducedHolders
Q1 20262,327$228.9K<0.1%−2,291−49.6%ReducedHolders
Q4 20254,618$458.1K0.1%−57−1.2%ReducedHolders
Q3 20254,675$390.5K0.1%+4,675NewHolders
Q2 20250$00.0%−1,943−100.0%Sold outHolders
Q1 20251,943$213.7K<0.1%−1−0.1%ReducedHolders
Q4 20241,944$245.1K0.1%−11−0.6%ReducedHolders
Q3 20241,955$266.6K0.1%+200+11.4%AddedHolders
Q2 20241,755$240.2K0.1%−9−0.5%ReducedHolders
Q1 20241,764$262.2K0.1%−13−0.7%ReducedHolders
Q4 20231,777$279.4K0.1%−64−3.5%ReducedHolders
Q3 20231,841$287.0K0.1%−4,242−69.7%ReducedHolders
Q2 20236,083$1.09M0.4%−93−1.5%ReducedHolders
Q1 20236,176$1.20M0.4%−17−0.3%ReducedHolders
Q4 20226,193$1.08M0.4%−15−0.2%ReducedHolders
Q3 20226,208$1.00M0.4%00.0%UnchangedHolders
Q2 20226,208$1.13M0.5%−209−3.3%ReducedHolders
Q1 20226,417$1.38M0.6%−13−0.2%ReducedHolders
Q4 20216,430$1.38M0.5%+4,254+195.5%AddedHolders
Q3 20212,176$396.0K0.2%+73+3.5%AddedHolders
Q2 20212,103$437.0K0.2%−181−7.9%ReducedHolders
Q1 20212,284$388.0K0.2%––Holders

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