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Livermore
Livermore
ZHEN

NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by NewEdge 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)
20,899
Value
$2.25M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UPS by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,899$2.25M<0.1%+1,404+7.2%AddedHolders
Q1 202619,495$1.92M<0.1%−1,066−5.2%ReducedHolders
Q4 202520,561$2.04M<0.1%+4,819+30.6%AddedHolders
Q3 202515,742$1.46M<0.1%+6,617+72.5%AddedHolders
Q2 20259,125$789.3K<0.1%−16,214−64.0%ReducedHolders
Q1 202525,339$2.79M0.1%+2,037+8.7%AddedHolders
Q4 202423,302$2.94M0.1%−2,602−10.0%ReducedHolders
Q3 202425,904$3.53M0.1%+432+1.7%AddedHolders
Q2 202425,472$3.49M0.1%−2,447−8.8%ReducedHolders
Q1 202427,919$4.11M0.1%−1,114−3.8%ReducedHolders
Q4 202329,033$4.56M0.1%−45,660−61.1%ReducedHolders
Q3 202374,693$11.6M0.4%+4,571+6.5%AddedHolders
Q2 202370,122$12.6M0.4%+8,049+13.0%AddedHolders
Q1 202362,073$12.0M0.5%+3,043+5.2%AddedHolders
Q4 202259,030$10.3M0.4%+3,080+5.5%AddedHolders
Q3 202255,950$9.04M0.4%+4,221+8.2%AddedHolders
Q2 202251,729$9.44M0.4%+20,676+66.6%AddedHolders
Q1 202231,053$6.66M0.3%+4,331+16.2%AddedHolders
Q4 202126,722$5.73M0.2%+2,595+10.8%AddedHolders
Q3 202124,127$4.39M0.3%+1,019+4.4%AddedHolders
Q2 202123,108$4.81M0.4%+1,805+8.5%AddedHolders
Q1 202121,303$3.62M0.4%––Holders

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