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Livermore
Livermore
ZHEN

Marion Wealth Management

SEC CIK
0001911097
Latest filing
Jul 16, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Marion Wealth Management, 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)
14,946
Value
$1.61M
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of UPS by Marion Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,946$1.61M0.3%−2,949−16.5%ReducedHolders
Q1 202617,895$1.76M0.4%00.0%UnchangedHolders
Q4 202517,895$1.93M0.4%−10.0%ReducedHolders
Q3 202517,896$1.49M0.4%00.0%UnchangedHolders
Q2 202517,896$1.81M0.5%00.0%UnchangedHolders
Q1 202517,896$1.97M0.5%00.0%UnchangedHolders
Q4 202417,896$2.26M0.6%+30.0%AddedHolders
Q3 202417,893$2.44M0.7%00.0%UnchangedHolders
Q2 202417,893$2.45M0.7%−100−0.6%ReducedHolders
Q1 202417,993$2.67M0.8%00.0%UnchangedHolders
Q4 202317,993$2.83M0.9%00.0%UnchangedHolders
Q3 202317,993$2.80M1.0%−205−1.1%ReducedHolders
Q2 202318,198$3.26M1.2%−524−2.8%ReducedHolders
Q1 202318,722$3.63M1.4%+20.0%AddedHolders
Q4 202218,720$3.25M1.4%+10.0%AddedHolders
Q3 202218,719$3.02M1.6%−111−0.6%ReducedHolders
Q2 202218,830$3.44M1.8%+282+1.5%AddedHolders
Q1 202218,548$3.98M1.9%00.0%UnchangedHolders
Q4 202118,548$3.98M1.9%–No prior filingHolders