UPS — UNITED PARCEL SERVICE INC

Ownership history in Sequoia Financial Advisors, LLC  ·  47 quarters on record

AI Ownership Summary

Sequoia Financial Advisors, LLC reported UNITED PARCEL SERVICE INC (UPS) in 47 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.19% in 2023 Q4. The latest visible filing shows UPS at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UPS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sequoia Financial Advisors, LLC's position in UNITED PARCEL SERVICE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UPS was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UPS stock page Sequoia Financial Advisors, LLC fund profile Sequoia Financial Advisors, LLC full holdings
How Sequoia Financial Advisors, LLC held UPS — position size vs. price
% of Fund (quarterly)    UPS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 60,812 +54,212 +821.4% 0.03% $6.0M 2026-02-14 (Est.) $117.60
2025 Q3 REDUCED 6,600 -77,979 -92.2% 0.00% $551K 2025-10-29 $94.42
2025 Q3 REDUCED 84,579 -3,892 -4.4% 0.04% $7.1M 2025-10-29 $94.42
2025 Q2 REDUCED 88,471 -10,051 -10.2% 0.06% $8.9M 2025-07-25 $98.53
2025 Q1 ADDED 98,522 +56,800 +136.1% 0.08% $10.8M 2025-04-23 $90.99
2024 Q4 REDUCED 41,722 -58,851 -58.5% 0.05% $5.3M 2025-02-07 $104.38
2024 Q3 REDUCED 100,573 -10,857 -9.7% 0.15% $13.7M 2024-10-21 $119.72
2024 Q2 ADDED 111,430 +19,641 +21.4% 0.18% $15.2M 2024-07-15 $129.75
2024 Q1 REDUCED 91,789 -4,249 -4.4% 0.17% $13.6M 2024-04-30 $131.29
2023 Q4 ADDED 96,038 +62,523 +186.6% 0.19% $15.1M 2024-01-26 $140.24
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UPS

As of 2026 Q1 — sorted by position size

Signature Wealth Management Group 3Y 7Y 1.2% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 0.97% Hamrick Investment Counsel, llc 0.66% Ridgewood Investments LLC 3Y 7Y 0.64% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 0.3% Ares Financial Consulting, LLC 0.28% BEACON FINANCIAL GROUP 3Y 7Y 0.23% MJT & Associates Financial Advisory Group, Inc. 0.22% Investors Research Corp 3Y 7Y 0.19% Hickory Point Bank & Trust 0.16%

FAQ About Sequoia Financial Advisors, LLC and UPS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sequoia Financial Advisors, LLC reported owning UPS?

Sequoia Financial Advisors, LLC reported UPS across 10 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UPS position in Sequoia Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for UPS was 0.19% in 2023 Q4.

What is the latest reported UPS position on this page?

The most recent filing on this page is 2025 Q4, when Sequoia Financial Advisors, LLC reported 60,812 shares, equal to 0.03% of portfolio, with an estimated market value of $6.0M.

What does the chart on this UPS ownership page compare?

The chart compares Sequoia Financial Advisors, LLC's quarterly UPS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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