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Livermore
Livermore
ZHEN

High Net Worth Advisory Group LLC

SEC CIK
0001919142
Latest filing
Jul 29, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by High Net Worth Advisory Group 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)
2,031
Value
$218.3K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of UPS by High Net Worth Advisory Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,031$218.3K<0.1%−100−4.7%ReducedHolders
Q1 20262,131$209.6K<0.1%00.0%UnchangedHolders
Q4 20252,131$211.4K<0.1%−1,029−32.6%ReducedHolders
Q3 20253,160$264.0K0.1%−602−16.0%ReducedHolders
Q2 20253,762$379.7K0.1%−601−13.8%ReducedHolders
Q1 20254,363$479.9K0.1%−220−4.8%ReducedHolders
Q4 20244,583$577.9K0.2%−868−15.9%ReducedHolders
Q3 20245,451$743.2K0.2%−1,145−17.4%ReducedHolders
Q2 20246,596$902.7K0.3%−750−10.2%ReducedHolders
Q1 20247,346$1.09M0.3%+558+8.2%AddedHolders
Q4 20236,788$1.07M0.4%−950−12.3%ReducedHolders
Q3 20237,738$1.21M0.5%−1,809−18.9%ReducedHolders
Q2 20239,547$1.71M0.7%+48+0.5%AddedHolders
Q1 20239,499$1.84M0.8%00.0%UnchangedHolders
Q4 20229,499$1.65M0.6%+75+0.8%AddedHolders
Q3 20229,424$1.52M0.7%00.0%UnchangedHolders
Q2 20229,424$1.72M0.7%00.0%UnchangedHolders
Q1 20229,424$2.02M0.7%−200−2.1%ReducedHolders
Q4 20219,624$2.06M0.7%–No prior filingHolders