United Parcel Service, Inc.
IT ˙ BIT ˙ US9113121068
93,64 € ↓ -1,56 (-1,64%)
2026-06-04
AKTIENPREIS
SecurityIT:1UPS / United Parcel Service, Inc.
InstitutionLeo Wealth, LLC
Latest Disclosed Ownership6,356 shares
Latest Disclosed Value $ 625,274
Leo Wealth, LLC reports 1.06% decrease in ownership of 1UPS / United Parcel Service, Inc.

On May 5, 2026 - Leo Wealth, LLC filed a 13F-HR form disclosing ownership of 6,356 shares of United Parcel Service, Inc. (IT:1UPS) valued at $528,819 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 6,424 shares of United Parcel Service, Inc.. This represents a change in shares of -1.06% during the quarter. The current value of the position is $595,176 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F UNITED PARCEL SVCS CL B 911312106 6,356 -68 -1.06 625 -1.88 0.0454
2026-01-21 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 6,424 6,424 637 0.0462
2025-11-14 2025-09-30 13F UNITED PARCEL SERVICE CL B 911312106 0 -4,123 -100.00 0 -100.00
2025-07-24 2025-06-30 13F UNITED PARCEL SERVICE CL B 911312106 4,123 1,878 83.65 416 69.11 0.0324
2025-05-02 2025-03-31 13F UNITED PARCEL SERVICE CL B 911312106 2,245 -2,750 -55.06 247 -60.89 0.0355
2025-01-28 2024-12-31 13F UNITED PARCEL SERVICE CL B 911312106 4,995 1,791 55.90 630 44.27 0.0564
2024-10-21 2024-09-30 13F UNITED PARCEL SERVICE CL B 911312106 3,204 1,197 59.64 437 59.71 0.0399
2024-07-17 2024-06-30 13F UNITED PARCEL SERVICE CL B 911312106 2,007 -489 -19.59 273 -26.02 0.0279
2024-05-09 2024-03-31 13F UNITED PARCEL SERVICE CL B 911312106 2,496 206 9.00 370 3.36 0.0378
2024-03-14 2023-12-31 13F UNITED PARCEL SERVICE CL B 911312106 2,290 2,290 357 0.0370
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.