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United Advisor Group, LLC

SEC CIK
0002004873
Latest filing
Jul 29, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by United Advisor 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)
71,461
Value
$7.68M
% of portfolio
0.8%
Quarters held
11
Since Q4 2023
Holdings of UPS by United Advisor Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202671,461$7.68M0.8%−510−0.7%ReducedHolders
Q1 202671,971$7.08M0.9%+2,883+4.2%AddedHolders
Q4 202569,088$6.85M0.9%+1,852+2.8%AddedHolders
Q3 202567,236$5.62M0.8%+2,847+4.4%AddedHolders
Q2 202564,389$6.50M1.1%+1,123+1.8%AddedHolders
Q1 202563,266$6.96M1.4%+1,744+2.8%AddedHolders
Q4 202461,522$7.76M1.5%−180−0.3%ReducedHolders
Q3 202461,702$8.41M1.9%+1,431+2.4%AddedHolders
Q2 202460,271$8.25M2.6%+1,497+2.5%AddedHolders
Q1 202458,774$8.74M3.3%−14,123−19.4%ReducedHolders
Q4 202372,897$11.6M14.0%–No prior filingHolders