United Parcel Service, Inc.
IT ˙ BIT ˙ US9113121068
93,64 € ↓ -1,56 (-1,64%)
2026-06-04
AKTIENPREIS
SecurityIT:1UPS / United Parcel Service, Inc.
InstitutionMutual Advisors, LLC
Latest Disclosed Ownership80,052 shares
Latest Disclosed Value $ 7,875,544
Mutual Advisors, LLC reports 10.16% decrease in ownership of 1UPS / United Parcel Service, Inc.

On May 1, 2026 - Mutual Advisors, LLC filed a 13F-HR form disclosing ownership of 80,052 shares of United Parcel Service, Inc. (IT:1UPS) valued at $6,660,326 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 89,101 shares of United Parcel Service, Inc.. This represents a change in shares of -10.16% during the quarter. The current value of the position is $7,496,069 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)
2026-05-01 2026-03-31 13F UNITED PARCEL SVCS CL B 911312106 80,052 -9,049 -10.16 7,876 -10.89 0.1685
2026-02-02 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 89,101 -18,014 -16.82 8,838 -5.20 0.1894
2025-11-04 2025-09-30 13F UNITED PARCEL SERVICE CL B 911312106 107,115 36,761 52.25 9,322 27.96 0.2053
2025-07-28 2025-06-30 13F UNITED PARCEL SERVICE CL B 911312106 70,354 11,315 19.17 7,286 26.04 0.1819
2025-04-28 2025-03-31 13F UNITED PARCEL SERVICE CL B 911312106 59,039 21,584 57.63 5,780 18.78 0.1654
2025-01-17 2024-12-31 13F UNITED PARCEL SERVICE CL B 911312106 37,455 8,590 29.76 4,867 21.86 0.1409
2024-10-25 2024-09-30 13F UNITED PARCEL SERVICE CL B 911312106 28,865 7,524 35.26 3,993 45.52 0.1167
2024-07-30 2024-06-30 13F UNITED PARCEL SERVICE CL B 911312106 21,341 6,914 47.92 2,745 27.99 0.0829
2024-05-02 2024-03-31 13F UNITED PARCEL SERVICE CL B 911312106 14,427 1,972 15.83 2,144 9.50 0.0688
2024-01-12 2023-12-31 13F UNITED PARCEL SERVICE CL B 911312106 12,455 1,141 10.08 1,958 11.06 0.0681
2023-11-13 2023-09-30 13F UNITED PARCEL SERVICE CL B 911312106 11,314 -1,454 -11.39 1,764 -22.95 0.0688
2023-07-31 2023-06-30 13F UNITED PARCEL SERVICE CL B 911312106 12,768 1,279 11.13 2,289 2.69 0.0869
2023-04-11 2023-03-31 13F UNITED PARCEL SERVICE CL B 911312106 11,489 226 2.01 2,229 13.85 0.0914
2023-01-12 2022-12-31 13F UNITED PARCEL SERVICE CL B 911312106 11,263 752 7.15 1,958 15.25 0.0876
2022-11-03 2022-09-30 13F UNITED PARCEL SERVICE CL B 911312106 10,511 1,230 13.25 1,698 0.24 0.0874
2022-08-15 2022-06-30 13F UNITED PARCEL SERVICE CL B 911312106 9,281 19 0.21 1,694 -14.70 0.1122
2022-05-09 2022-03-31 13F UNITED PARCEL SERVICE CL B 911312106 9,262 186 2.05 1,986 2.11 0.1111
2022-02-14 2021-12-31 13F UNITED PARCEL SERVICE CL B 911312106 9,076 883 10.78 1,945 30.36 0.1029
2021-11-15 2021-09-30 13F UNITED PARCEL SERVICE CL B 911312106 8,193 -489 -5.63 1,492 -17.39 0.0883
2021-08-12 2021-06-30 13F UNITED PARCEL SERVICE CL B 911312106 8,682 -406 -4.47 1,806 16.89 0.1071
2021-05-13 2021-03-31 13F UNITED PARCEL SERVICE CL B 911312106 9,088 3,013 49.60 1,545 51.03 0.1057
2021-02-11 2020-12-31 13F UNITED PARCEL SERVICE CL B 911312106 6,075 -1,716 -22.03 1,023 -21.19 0.0760
2020-11-13 2020-09-30 13F UNITED PARCEL SERVICE CL B 911312106 7,791 -1,537 -16.48 1,298 25.17 0.1125
2020-08-05 2020-06-30 13F UNITED PARCEL SERVICE CL B 911312106 9,328 4,692 101.21 1,037 139.49 0.1019
2020-05-13 2020-03-31 13F UNITED PARCEL SERVICE CL B 911312106 4,636 507 12.28 433 -10.35 0.0587
2020-02-11 2019-12-31 13F UNITED PARCEL SERVICE CL B 911312106 4,129 4,129 483 0.0514
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.