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Livermore
Livermore
ZHEN

McCarthy Grittinger Financial Group, LLC

SEC CIK
0001972750
Latest filing
Aug 3, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by McCarthy Grittinger Financial 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)
917
Value
$98.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UPS by McCarthy Grittinger Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026917$98.6K<0.1%00.0%UnchangedHolders
Q1 2026917$90.2K<0.1%00.0%UnchangedHolders
Q4 2025917$91.0K<0.1%00.0%UnchangedHolders
Q3 2025917$76.6K<0.1%00.0%UnchangedHolders
Q2 2025917$92.6K<0.1%00.0%UnchangedHolders
Q1 2025917$100.9K<0.1%00.0%UnchangedHolders
Q4 2024917$115.6K<0.1%00.0%UnchangedHolders
Q3 2024917$125.0K<0.1%00.0%UnchangedHolders
Q2 2024917$125.5K<0.1%00.0%UnchangedHolders
Q1 2024917$136.3K<0.1%00.0%UnchangedHolders
Q4 2023917$144.2K<0.1%00.0%UnchangedHolders
Q3 2023917$142.9K0.1%−75−7.6%ReducedHolders
Q2 2023992$177.8K0.1%00.0%UnchangedHolders
Q1 2023992$192.4K0.1%00.0%UnchangedHolders
Q4 2022992$172.4K0.1%00.0%UnchangedHolders
Q3 2022992$160.2K0.1%00.0%UnchangedHolders
Q2 2022992$181.1K0.1%−42−4.1%ReducedHolders
Q1 20221,034$221.8K0.1%00.0%UnchangedHolders
Q4 20211,034$221.6K0.1%00.0%UnchangedHolders
Q3 20211,034$188.3K0.1%00.0%UnchangedHolders
Q2 20211,034$215.0K0.1%00.0%UnchangedHolders
Q1 20211,034$175.8K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.