United Parcel Service, Inc.
US ˙ NYSE ˙ US9113121068

SecurityUPS / United Parcel Service, Inc.
InstitutionIntellectus Partners, LLC
Latest Disclosed Ownership13,529 shares
Latest Disclosed Value $ 1,331,008
Intellectus Partners, LLC reports 2.89% increase in ownership of UPS / United Parcel Service, Inc.

On April 10, 2026 - Intellectus Partners, LLC filed a 13F-HR form disclosing ownership of 13,529 shares of United Parcel Service, Inc. (US:UPS) valued at $1,330,983 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 13,149 shares of United Parcel Service, Inc.. This represents a change in shares of 2.89% during the quarter. The current value of the position is $1,470,196 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-10 2026-03-31 13F UNITED PARCEL SVCS CL B 911312106 13,529 380 2.89 1,331 2.07 0.2717
2026-02-10 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 13,149 2,031 18.27 1,304 40.52 0.2520
2025-11-12 2025-09-30 13F UNITED PARCEL SERVICE CL B 911312106 11,118 1,074 10.69 929 -8.39 0.1799
2025-08-05 2025-06-30 13F UNITED PARCEL SERVICE CL B 911312106 10,044 1,516 17.78 1,014 8.00 0.2189
2025-04-11 2025-03-31 13F UNITED PARCEL SERVICE CL B 911312106 8,528 496 6.18 938 -7.31 0.2314
2025-02-07 2024-12-31 13F UNITED PARCEL SERVICE CL B 911312106 8,032 -662 -7.61 1,013 -14.60 0.2242
2024-11-06 2024-09-30 13F UNITED PARCEL SERVICE CL B 911312106 8,694 1,319 17.88 1,185 17.44 0.3030
2024-07-18 2024-06-30 13F UNITED PARCEL SERVICE CL B 911312106 7,375 608 8.98 1,009 0.40 0.2755
2024-05-03 2024-03-31 13F UNITED PARCEL SERVICE CL B 911312106 6,767 960 16.53 1,006 10.08 0.2645
2024-02-05 2023-12-31 13F UNITED PARCEL SERVICE CL B 911312106 5,807 495 9.32 913 10.27 0.2635
2023-10-25 2023-09-30 13F UNITED PARCEL SERVICE CL B 911312106 5,312 182 3.55 828 -9.90 0.2620
2023-07-31 2023-06-30 13F UNITED PARCEL SERVICE CL B 911312106 5,130 8 0.16 919 -7.45 0.2759
2023-05-04 2023-03-31 13F UNITED PARCEL SERVICE CL B 911312106 5,122 130 2.60 994 14.53 0.3137
2023-02-02 2022-12-31 13F United Parcel SVC Equity 911312106 4,992 114 2.34 868 10.03 0.3021
2022-11-14 2022-09-30 13F United Parcel SVC Equity 911312106 4,878 35 0.72 788 -10.86 0.2803
2022-08-12 2022-06-30 13F United Parcel SVC Common Stock 911312106 4,843 40 0.83 884 -14.17 0.3037
2022-05-16 2022-03-31 13F United Parcel SVC Common Stock 911312106 4,803 -309 -6.04 1,030 -6.02 0.3075
2022-02-14 2021-12-31 13F United Parcel SVC Common Stock 911312106 5,112 -359 -6.56 1,096 10.04 0.2794
2021-11-16 2021-09-30 13F United Parcel SVC Equity 911312106 5,471 -320 -5.53 996 -17.28 0.2411
2021-08-13 2021-06-30 13F United Parcel SVC Equity 911312106 5,791 -257 -4.25 1,204 17.12 0.2715
2021-05-17 2021-03-31 13F United Parcel SVC Equity 911312106 6,048 -106 -1.72 1,028 -0.77 0.2823
2021-02-18 2020-12-31 13F/A-1 United Parcel SVC Common Stock 911312106 6,154 768 14.26 1,036 15.50 0.3100
2021-02-12 2020-12-31 13F United Parcel SVC Common Stock 911312106 75,000 69,614 1,036 308,033.5507
2020-11-16 2020-09-30 13F United Parcel SVC Common Stock 911312106 5,386 -4,631 -46.23 897 -19.48 0.3389
2020-08-14 2020-06-30 13F United Parcel SVC Equity 911312106 10,017 353 3.65 1,114 23.37 0.4318
2020-05-14 2020-03-31 13F United Parcel SVC Equity 911312106 9,664 350 3.76 903 -17.16 0.4303
2020-01-24 2019-12-31 13F United Parcel SVC Common Stock 911312106 9,314 13 0.14 1,090 -2.15 0.4435
2019-10-10 2019-09-30 13F United Parcel SVC Equity 911312106 9,301 442 4.99 1,114 21.75 0.4896
2019-08-08 2019-06-30 13F United Parcel SVC Common Stock 911312106 8,859 697 8.54 915 0.33 0.3959
2019-05-15 2019-03-31 13F United Parcel SVC Equity 911312106 8,162 770 10.42 912 26.49 0.3923
2019-02-14 2018-12-31 13F United Parcel SVC CL B 911312106 7,392 -107 -1.43 721 -17.69 0.4945
2018-11-15 2018-09-30 13F United Parcel SVC Equity 911312106 7,499 -323 -4.13 876 5.42 0.3060
2018-08-14 2018-06-30 13F United Parcel SVC Equity 911312106 7,822 1,020 15.00 831 16.71 0.3031
2018-05-15 2018-03-31 13F United Parcel SVC Equity 911312106 6,802 330 5.10 712 -7.65 0.2446
2018-02-13 2017-12-31 13F United Parcel SVC Equity 911312106 6,472 1,704 35.74 771 34.55 0.2877
2017-11-14 2017-09-30 13F United Parcel SVC Equity 911312106 4,768 1,331 38.73 573 50.79 0.2374
2017-08-15 2017-06-30 13F United Parcel SVC Equity 911312106 3,437 221 6.87 380 10.14 0.1711
2017-05-08 2017-03-31 13F United Parcel SVC Equity 911312106 3,216 -461 -12.54 345 -18.25 0.1753
2017-02-14 2016-12-31 13F United Parcel SVC Equity 911312106 3,677 3,677 422 0.2195
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.