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Livermore
Livermore
ZHEN

Altus Wealth Group LLC

SEC CIK
0001842572
Latest filing
Jul 17, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Altus Wealth 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)
7,866
Value
$845.6K
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of UPS by Altus Wealth Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,866$845.6K0.3%+27+0.3%AddedHolders
Q1 20267,839$771.2K0.3%+104+1.3%AddedHolders
Q4 20257,735$767.2K0.3%+7,735NewHolders
Q3 20250$00.0%−2,166−100.0%Sold outHolders
Q2 20252,166$218.6K0.1%+75+3.6%AddedHolders
Q1 20252,091$230.0K0.1%+69+3.4%AddedHolders
Q4 20242,022$255.0K0.1%+89+4.6%AddedHolders
Q3 20241,933$263.5K0.1%−24−1.2%ReducedHolders
Q2 20241,957$267.8K0.1%−2,878−59.5%ReducedHolders
Q1 20244,835$718.6K0.4%+338+7.5%AddedHolders
Q4 20234,497$707.1K0.4%+580+14.8%AddedHolders
Q3 20233,917$610.5K0.4%−90−2.2%ReducedHolders
Q2 20234,007$718.3K0.4%+32+0.8%AddedHolders
Q1 20233,975$771.1K0.5%−100−2.5%ReducedHolders
Q4 20224,075$708.4K0.5%+264+6.9%AddedHolders
Q3 20223,811$694.0K0.7%00.0%UnchangedHolders
Q2 20223,811$694.0K0.7%−298−7.3%ReducedHolders
Q1 20224,109$881.0K0.7%+97+2.4%AddedHolders
Q4 20214,012$860.0K0.7%+201+5.3%AddedHolders
Q3 20213,811$694.0K0.7%+1,284+50.8%AddedHolders
Q2 20212,527$526.0K0.5%−5−0.2%ReducedHolders
Q1 20212,532$543.0K0.5%––Holders

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