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Livermore
Livermore
ZHEN

Lodestone Wealth Management LLC

SEC CIK
0001950158
Latest filing
Jul 23, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Lodestone Wealth Management 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)
3,730
Value
$401.0K
% of portfolio
0.1%
Quarters held
14
Since Q4 2022
Holdings of UPS by Lodestone Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,730$401.0K0.1%−75−2.0%ReducedHolders
Q1 20263,805$374.4K0.1%−5−0.1%ReducedHolders
Q4 20253,810$377.9K0.2%+60+1.6%AddedHolders
Q3 20253,750$313.3K0.1%+3,750NewHolders
Q2 20250$00.0%−1,895−100.0%Sold outHolders
Q1 20251,895$208.4K0.1%+111+6.2%AddedHolders
Q4 20241,784$224.9K0.1%+20+1.1%AddedHolders
Q3 20241,764$240.6K0.1%−78−4.2%ReducedHolders
Q2 20241,842$252.0K0.1%+40+2.2%AddedHolders
Q1 20241,802$267.9K0.1%+60+3.4%AddedHolders
Q4 20231,742$273.9K0.2%+37+2.2%AddedHolders
Q3 20231,705$265.7K0.2%−12−0.7%ReducedHolders
Q2 20231,717$307.8K0.2%+24+1.4%AddedHolders
Q1 20231,693$328.4K0.3%+1+0.1%AddedHolders
Q4 20221,692$294.1K0.2%–No prior filingHolders