United Parcel Service, Inc.
US ˙ NYSE ˙ US9113121068

SecurityUPS / United Parcel Service, Inc.
InstitutionLegacy Bridge, LLC
Latest Disclosed Ownership1,229 shares
Latest Disclosed Value $ 120,910
Legacy Bridge, LLC reports 9.57% decrease in ownership of UPS / United Parcel Service, Inc.

On May 14, 2026 - Legacy Bridge, LLC filed a 13F-HR form disclosing ownership of 1,229 shares of United Parcel Service, Inc. (US:UPS) valued at $120,909 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 1,359 shares of United Parcel Service, Inc.. This represents a change in shares of -9.57% during the quarter. The current value of the position is $133,555 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 1,229 -130 -9.57 121 -10.45 0.0461
2026-01-23 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 1,359 75 5.84 135 25.23 0.0547
2025-11-12 2025-09-30 13F UNITED PARCEL SERVICE CL B 911312106 1,284 -167 -11.51 107 -26.71 0.0446
2025-08-06 2025-06-30 13F UNITED PARCEL SERVICE CL B 911312106 1,451 -120 -7.64 146 -15.12 0.0695
2025-05-08 2025-03-31 13F UNITED PARCEL SERVICE CL B 911312106 1,571 -47 -2.90 173 -15.69 0.0964
2025-01-22 2024-12-31 13F UNITED PARCEL SERVICE CL B 911312106 1,618 0 0.00 204 -7.27 0.1064
2024-11-07 2024-09-30 13F UNITED PARCEL SERVICE CL B 911312106 1,618 -57 -3.40 221 -3.93 0.1188
2024-08-06 2024-06-30 13F UNITED PARCEL SERVICE CL B 911312106 1,675 0 0.00 229 -7.66 0.1351
2024-04-25 2024-03-31 13F UNITED PARCEL SERVICE CL B 911312106 1,675 -164 -8.92 249 -14.19 0.1456
2024-01-17 2023-12-31 13F UNITED PARCEL SERVICE CL B 911312106 1,839 0 0.00 289 1.05 0.1874
2023-10-11 2023-09-30 13F UNITED PARCEL SERVICE CL B 911312106 1,839 0 0.00 287 -13.07 0.2043
2023-07-11 2023-06-30 13F UNITED PARCEL SERVICE CL B 911312106 1,839 0 0.00 330 -7.58 0.2200
2023-04-24 2023-03-31 13F UNITED PARCEL SERVICE CL B 911312106 1,839 0 0.00 357 11.60 0.2489
2023-01-11 2022-12-31 13F UNITED PARCEL SERVICE CL B 911312106 1,839 47 2.62 320 10.38 0.2272
2022-11-02 2022-09-30 13F UNITED PARCEL SERVICE CL B 911312106 1,792 0 0.00 289 -11.62 0.2305
2022-07-21 2022-06-30 13F UNITED PARCEL SERVICE CL B 911312106 1,792 -25 -1.38 327 -16.15 0.2413
2022-04-28 2022-03-31 13F UNITED PARCEL SERVICE CL B 911312106 1,817 0 0.00 390 0.26 0.2278
2022-01-18 2021-12-31 13F UNITED PARCEL SERVICE CL B 911312106 1,817 0 0.00 389 17.52 0.2026
2021-10-26 2021-09-30 13F UNITED PARCEL SERVICE CL B 911312106 1,817 40 2.25 331 -10.54 0.1908
2021-08-03 2021-06-30 13F UNITED PARCEL SERVICE CL B 911312106 1,777 -100 -5.33 370 15.99 0.2093
2021-04-29 2021-03-31 13F UNITED PARCEL SERVICE CL B 911312106 1,877 -57 -2.95 319 -2.15 0.2064
2021-02-02 2020-12-31 13F UNITED PARCEL SERVICE CL B 911312106 1,934 0 0.00 326 1.24 0.2363
2020-10-19 2020-09-30 13F UNITED PARCEL SERVICE CL B 911312106 1,934 -56 -2.81 322 45.70 0.2940
2020-08-04 2020-06-30 13F UNITED PARCEL SERVICE CL B 911312106 1,990 -250 -11.16 221 5.74 0.2432
2020-05-01 2020-03-31 13F/A-1 UNITED PARCEL SERVICE CL B 911312106 2,240 -4,294 -65.72 209 -72.68 0.2632
2020-04-09 2020-03-31 13F UNITED PARCEL SERVICE CL B 911312106 2,240 -4,294 209 265,100.5860
2020-02-04 2019-12-31 13F UNITED PARCEL SERVICE CL B 911312106 6,534 401 6.54 765 4.08 0.6352
2019-10-15 2019-09-30 13F UNITED PARCEL SERVICE CL B 911312106 6,133 -312 -4.84 735 10.36 0.7017
2019-07-11 2019-06-30 13F UNITED PARCEL SERVICE CL B 911312106 6,445 0 0.00 666 -7.50 0.6424
2019-04-26 2019-03-31 13F UNITED PARCEL SERVICE CL B 911312106 6,445 0 0.00 720 14.47 0.7422
2019-01-25 2018-12-31 13F UNITED PARCEL SERVICE CL B 911312106 6,445 6,445 629 0.7784
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.