United Parcel Service, Inc.
US ˙ NYSE ˙ US9113121068

SecurityUPS / United Parcel Service, Inc.
InstitutionFortis Advisors, LLC
Latest Disclosed Ownership7,955 shares
Latest Disclosed Value $ 782,656
Fortis Advisors, LLC reports 14.61% increase in ownership of UPS / United Parcel Service, Inc.

On May 14, 2026 - Fortis Advisors, LLC filed a 13F-HR form disclosing ownership of 7,955 shares of United Parcel Service, Inc. (US:UPS) valued at $782,613 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 6,941 shares of United Parcel Service, Inc.. This represents a change in shares of 14.61% during the quarter. The current value of the position is $864,470 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)
2026-05-14 2026-03-31 13F UNITED PARCEL SVCS CL B 911312106 7,955 1,014 14.61 783 13.66 0.3921
2026-02-10 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 6,941 1,516 27.94 688 51.88 0.3734
2025-11-10 2025-09-30 13F UNITED PARCEL SERVICE CL B 911312106 5,425 -1,483 -21.47 453 -35.01 0.2549
2025-07-23 2025-06-30 13F UNITED PARCEL SERVICE CL B 911312106 6,908 15 0.22 697 -8.05 0.4465
2025-04-17 2025-03-31 13F UNITED PARCEL SERVICE CL B 911312106 6,893 13 0.19 758 -12.57 0.4941
2025-01-14 2024-12-31 13F UNITED PARCEL SERVICE CL B 911312106 6,880 11 0.16 868 -7.37 0.5693
2024-11-07 2024-09-30 13F UNITED PARCEL SERVICE CL B 911312106 6,869 -3,894 -36.18 937 -36.41 0.6073
2024-12-05 2024-06-30 13F/A-1 UNITED PARCEL SERVICE INC CL B Stock 911312106 10,763 -5,490 -33.78 1,473 -39.05 1.0379
2024-08-08 2024-06-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 10,763 -5,490 1,473 0.9787
2024-12-05 2024-03-31 13F/A-1 UNITED PARCEL SERVICE INC CL B Stock 911312106 16,253 -1,291 -7.36 2,416 -12.44 1.6175
2024-05-13 2024-03-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 16,253 -1,291 2,416 1.5299
2024-12-05 2023-12-31 13F/A-1 UNITED PARCEL SERVICE INC CL B Stock 911312106 17,544 9 0.05 2,758 0.91 1.9672
2024-02-13 2023-12-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 17,544 9 2,758 1.8712
2024-12-05 2023-09-30 13F/A-1 UNITED PARCEL SERVICE INC CL B Stock 911312106 17,535 16,712 2,030.62 2,733 1,759.18 2.0559
2023-11-13 2023-09-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 17,535 16,712 2,733 1.9346
2023-08-14 2023-06-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 823 -17,360 -95.47 147 -95.83 0.0991
2023-05-09 2023-03-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 18,183 7 0.04 3,527 11.65 2.3047
2023-02-14 2022-12-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 18,176 7 0.04 3,160 7.63 2.4065
2022-11-10 2022-09-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 18,169 -270 -1.46 2,935 -12.80 2.0951
2022-08-15 2022-06-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 18,439 7 0.04 3,366 -14.85 2.2307
2022-05-16 2022-03-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 18,432 5 0.03 3,953 0.08 2.1687
2022-02-14 2021-12-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 18,427 4 0.02 3,950 17.73 2.2927
2021-11-23 2021-09-30 13F/A-1 UNITED PARCEL SERVICE INC CL B Stock 911312106 18,423 4 0.02 3,355 -12.42 2.0498
2021-11-12 2021-09-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 18,423 4 3,355 1.8429
2021-08-16 2021-06-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 18,419 -200 -1.07 3,831 21.04 2.2135
2021-05-13 2021-03-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 18,619 5 0.03 3,165 0.96 2.2501
2021-02-11 2020-12-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 18,614 -581 -3.03 3,135 -1.97 2.7657
2020-11-13 2020-09-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 19,195 -895 -4.45 3,198 43.15 2.9850
2020-08-13 2020-06-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 20,090 8 0.04 2,234 19.08 2.2138
2020-05-14 2020-03-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 20,082 8 0.04 1,876 -20.17 1.2566
2020-02-14 2019-12-31 13F UNITED PARCEL SERVICE CL B 911312106 20,074 6 0.03 2,350 -2.29 1.4209
2019-11-14 2019-09-30 13F UNITED PARCEL SERVICE CL B 911312106 20,068 6 0.03 2,405 16.07 1.1302
2019-08-12 2019-06-30 13F UNITED PARCEL SERVICE CL B 911312106 20,062 7 0.03 2,072 -7.54 1.0058
2019-05-15 2019-03-31 13F UNITED PARCEL SERVICE CL B 911312106 20,055 -1,494 -6.93 2,241 6.61 1.1753
2019-02-13 2018-12-31 13F UNITED PARCEL SERVICE CL B 911312106 21,549 6 0.03 2,102 -16.42 1.2735
2018-11-14 2018-09-30 13F UNITED PARCEL SERVICE CL B 911312106 21,543 6 0.03 2,515 9.92 1.4129
2018-08-14 2018-06-30 13F UNITED PARCEL SERVICE CL B 911312106 21,537 5 0.02 2,288 1.51 1.3143
2018-05-11 2018-03-31 13F UNITED PARCEL SERVICE CL B 911312106 21,532 6 0.03 2,254 -12.12 1.2421
2018-02-14 2017-12-31 13F UNITED PARCEL SERVICE IN CL B 911312106 21,526 4 0.02 2,565 -0.77 1.5726
2017-11-14 2017-09-30 13F UNITED PARCEL SERVICE CL B 911312106 21,522 -2,428 -10.14 2,585 -2.42 1.7911
2017-08-14 2017-06-30 13F UNITED PARCEL SERVICE CL B 911312106 23,950 684 2.94 2,649 6.13 2.0585
2017-05-12 2017-03-31 13F UNITED PARCEL SERVICE IN CL B 911312106 23,266 2,399 11.50 2,496 4.35 2.2634
2017-02-15 2016-12-31 13F UNITED PARCEL SERVICE CL B 911312106 20,867 20,867 2,392 2.5549
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.