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SIMA Wealth Partners, LLC

SEC CIK
0002135539
Latest filing
Jul 28, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by SIMA Wealth Partners, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2024
Holdings of UPS by SIMA Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−112−100.0%Sold outHolders
Q1 2026112$11.0K<0.1%00.0%UnchangedHolders
Q4 2025112$11.1K<0.1%−22−16.4%ReducedHolders
Q3 2025134$11.2K<0.1%+22+19.6%AddedHolders
Q2 2025112$11.3K<0.1%−130−53.7%ReducedHolders
Q1 2025242$26.6K<0.1%−32−11.7%ReducedHolders
Q4 2024274$34.6K<0.1%+32+13.2%AddedHolders
Q3 2024242$33.0K<0.1%00.0%UnchangedHolders
Q2 2024242$33.1K<0.1%–No prior filingHolders