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Livermore
Livermore
ZHEN

Vance Wealth, Inc.

SEC CIK
0001910854
Latest filing
Aug 14, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Vance Wealth, Inc., 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)
3,377
Value
$363.0K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of UPS by Vance Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,377$363.0K0.1%+215+6.8%AddedHolders
Q1 20263,162$311.1K0.1%+260+9.0%AddedHolders
Q4 20252,902$287.8K0.1%+29+1.0%AddedHolders
Q3 20252,873$240.0K0.1%−16−0.6%ReducedHolders
Q2 20252,889$291.6K0.1%+74+2.6%AddedHolders
Q1 20252,815$309.6K0.1%−178−5.9%ReducedHolders
Q4 20242,993$377.4K0.1%+33+1.1%AddedHolders
Q3 20242,960$403.6K0.2%−10−0.3%ReducedHolders
Q2 20242,970$406.4K0.2%−10.0%ReducedHolders
Q1 20242,971$441.6K0.2%+20+0.7%AddedHolders
Q4 20232,951$464.0K0.2%+2+0.1%AddedHolders
Q3 20232,949$459.7K0.2%00.0%UnchangedHolders
Q2 20232,949$528.6K0.2%00.0%UnchangedHolders
Q1 20232,949$572.1K0.3%+33+1.1%AddedHolders
Q4 20222,916$506.9K0.3%00.0%UnchangedHolders
Q3 20222,916$471.0K0.4%+136+4.9%AddedHolders
Q2 20222,780$507.0K0.4%00.0%UnchangedHolders
Q1 20222,780$596.0K0.8%−95−3.3%ReducedHolders
Q4 20212,875$616.0K0.6%–No prior filingHolders