Skip to main content
Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Bartlett & Co. 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)
4,734
Value
$508.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UPS by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,734$508.9K<0.1%−1,585−25.1%ReducedHolders
Q1 20266,319$608.5K<0.1%−167−2.6%ReducedHolders
Q4 20256,486$643.3K<0.1%−338−5.0%ReducedHolders
Q3 20256,824$570.0K<0.1%−1,410−17.1%ReducedHolders
Q2 20258,234$831.1K<0.1%−7,145−46.5%ReducedHolders
Q1 202515,379$1.69M<0.1%−52,007−77.2%ReducedHolders
Q4 202467,386$8.50M0.1%−5,009−6.9%ReducedHolders
Q3 202472,395$9.87M0.1%−5,159−6.7%ReducedHolders
Q2 202477,554$10.6M0.2%−11,950−13.4%ReducedHolders
Q1 202489,504$13.3M0.2%−2,189−2.4%ReducedHolders
Q4 202391,693$14.4M0.2%−3,365−3.5%ReducedHolders
Q3 202395,058$14.8M0.3%−974−1.0%ReducedHolders
Q2 202396,032$17.2M0.3%+4,237+4.6%AddedHolders
Q1 202391,795$17.8M0.3%−1,054−1.1%ReducedHolders
Q4 202292,849$16.1M0.3%−320.0%ReducedHolders
Q3 202292,881$15.0M0.3%−2,825−3.0%ReducedHolders
Q2 202295,706$17.5M0.4%−19,693−17.1%ReducedHolders
Q1 2022115,399$24.7M0.4%+5,710+5.2%AddedHolders
Q4 2021109,689$23.5M0.4%−740−0.7%ReducedHolders
Q3 2021110,429$20.1M0.4%−440−0.4%ReducedHolders
Q2 2021110,869$23.1M0.4%−692−0.6%ReducedHolders
Q1 2021111,561$19.0M0.4%––Holders

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