Skip to main content

Lifeworks Advisors, LLC

SEC CIK
0001882132
Latest filing
Aug 14, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Lifeworks 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)
3,721
Value
$400.0K
% of portfolio
<0.1%
Quarters held
13
Since Q2 2023
Holdings of UPS by Lifeworks Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,721$400.0K<0.1%−439−10.6%ReducedHolders
Q1 20264,160$409.2K0.1%+192+4.8%AddedHolders
Q4 20253,968$393.6K0.1%+158+4.1%AddedHolders
Q3 20253,810$318.2K<0.1%+370+10.8%AddedHolders
Q2 20253,440$347.2K0.1%+877+34.2%AddedHolders
Q1 20252,563$281.9K<0.1%+17+0.7%AddedHolders
Q4 20242,546$321.0K0.1%+145+6.0%AddedHolders
Q3 20242,401$327.4K0.1%+509+26.9%AddedHolders
Q2 20241,892$259.0K0.1%−625−24.8%ReducedHolders
Q1 20242,517$374.2K0.1%+300+13.5%AddedHolders
Q4 20232,217$348.5K0.1%−1,152−34.2%ReducedHolders
Q3 20233,369$525.1K0.2%+1,343+66.3%AddedHolders
Q2 20232,026$363.2K0.2%+2,026NewHolders