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Livermore
Livermore
ZHEN

Amplius Wealth Advisors, LLC

SEC CIK
0001900584
Latest filing
Jul 17, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Amplius Wealth 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)
8,514
Value
$915.3K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of UPS by Amplius Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,514$915.3K0.1%−256−2.9%ReducedHolders
Q1 20268,770$862.8K0.1%+37+0.4%AddedHolders
Q4 20258,733$866.2K0.1%−1,667−16.0%ReducedHolders
Q3 202510,400$868.7K0.1%+2,133+25.8%AddedHolders
Q2 20258,267$834.5K0.1%−62−0.7%ReducedHolders
Q1 20258,329$916.1K0.1%+513+6.6%AddedHolders
Q4 20247,816$985.6K0.1%−30.0%ReducedHolders
Q3 20247,819$1.07M0.1%−20−0.3%ReducedHolders
Q2 20247,839$1.07M0.1%−144−1.8%ReducedHolders
Q1 20247,983$1.19M0.1%−90−1.1%ReducedHolders
Q4 20238,073$1.27M0.2%+147+1.9%AddedHolders
Q3 20237,926$1.24M0.2%−62−0.8%ReducedHolders
Q2 20237,988$1.43M0.2%−39−0.5%ReducedHolders
Q1 20238,027$1.56M0.2%+138+1.7%AddedHolders
Q4 20227,889$1.37M0.2%−464−5.6%ReducedHolders
Q3 20228,353$1.35M0.2%+461+5.8%AddedHolders
Q2 20227,892$1.44M0.2%−74−0.9%ReducedHolders
Q1 20227,966$1.71M0.3%−13−0.2%ReducedHolders
Q4 20217,979$1.71M0.2%–No prior filingHolders