Skip to main content

Stone Point Wealth LLC

SEC CIK
0001908192
Latest filing
Jul 23, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Stone Point 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q4 2021
Holdings of UPS by Stone Point Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−3,664−100.0%Sold outHolders
Q1 20253,664$403.0K0.1%−7,348−66.7%ReducedHolders
Q4 202411,012$1.39M0.5%−25−0.2%ReducedHolders
Q3 202411,037$1.50M0.5%−967−8.1%ReducedHolders
Q2 202412,004$1.64M0.6%−623−4.9%ReducedHolders
Q1 202412,627$1.88M0.7%+388+3.2%AddedHolders
Q4 202312,239$1.92M0.7%−1,240−9.2%ReducedHolders
Q3 202313,479$2.10M0.9%−240−1.7%ReducedHolders
Q2 202313,719$2.46M1.0%+163+1.2%AddedHolders
Q1 202313,556$2.63M1.2%−10−0.1%ReducedHolders
Q4 202213,566$2.36M1.2%+625+4.8%AddedHolders
Q3 202212,941$2.09M1.3%+305+2.4%AddedHolders
Q2 202212,636$2.31M1.4%+700+5.9%AddedHolders
Q1 202211,936$2.46M1.4%+2,701+29.2%AddedHolders
Q4 20219,235$1.98M1.6%–No prior filingHolders