United Parcel Service, Inc.
US ˙ NYSE ˙ US9113121068

SecurityUPS / United Parcel Service, Inc.
InstitutionSigma Planning Corp
Latest Disclosed Ownership36,722 shares
Latest Disclosed Value $ 3,612,755
Sigma Planning Corp reports 37.12% increase in ownership of UPS / United Parcel Service, Inc.

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 36,722 shares of United Parcel Service, Inc. (US:UPS) valued at $3,612,710 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 26,781 shares of United Parcel Service, Inc.. This represents a change in shares of 37.12% during the quarter. The current value of the position is $3,990,580 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)
2026-05-04 2026-03-31 13F UNITED PARCEL SVCS CL B 911312106 36,722 9,941 37.12 3,613 35.99 0.1003
2026-01-30 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 26,781 8,091 43.29 2,657 70.15 0.0733
2025-11-10 2025-09-30 13F UNITED PARCEL SERVICE CL B 911312106 18,690 -171 -0.91 1,561 -17.97 0.0444
2025-08-05 2025-06-30 13F UNITED PARCEL SERVICE CL B 911312106 18,861 2,029 12.05 1,904 2.81 0.0572
2025-05-02 2025-03-31 13F UNITED PARCEL SERVICE CL B 911312106 16,832 2,954 21.29 1,851 5.77 0.0590
2025-02-03 2024-12-31 13F UNITED PARCEL SERVICE CL B 911312106 13,878 1,034 8.05 1,750 -0.06 0.0550
2024-11-04 2024-09-30 13F UNITED PARCEL SERVICE CL B 911312106 12,844 -349 -2.65 1,751 -2.99 0.0536
2024-08-06 2024-06-30 13F UNITED PARCEL SERVICE CL B 911312106 13,193 -902 -6.40 1,805 -13.84 0.0572
2024-05-02 2024-03-31 13F UNITED PARCEL SERVICE CL B 911312106 14,095 7,603 117.11 2,095 105.39 0.0658
2024-02-01 2023-12-31 13F UNITED PARCEL SERVICE CL B 911312106 6,492 -9,258 -58.78 1,021 -58.44 0.0799
2023-11-06 2023-09-30 13F UNITED PARCEL SERVICE CL B 911312106 15,750 -18,494 -54.01 2,455 -60.02 0.0920
2023-08-02 2023-06-30 13F UNITED PARCEL SERVICE CL B 911312106 34,244 -8,323 -19.55 6,138 -25.66 0.2204
2023-05-08 2023-03-31 13F UNITED PARCEL SERVICE CL B 911312106 42,567 -480 -1.12 8,258 10.34 0.2744
2023-01-24 2022-12-31 13F UNITED PARCEL SERVICE CL B 911312106 43,047 12,184 39.48 7,483 50.08 0.2675
2022-11-10 2022-09-30 13F UNITED PARCEL SERVICE CL B 911312106 30,863 -770 -2.43 4,986 -13.65 0.1901
2022-08-11 2022-06-30 13F UNITED PARCEL SERVICE CL B 911312106 31,633 2,241 7.62 5,774 -8.41 0.2007
2022-04-20 2022-03-31 13F UNITED PARCEL SERVICE CL B 911312106 29,392 -12,259 -29.43 6,304 -29.39 0.1888
2022-02-02 2021-12-31 13F UNITED PARCEL SERVICE Stock 911312106 41,651 2,936 7.58 8,928 26.64 0.2488
2021-10-28 2021-09-30 13F UNITED PARCEL SERVICE CL B 911312106 38,715 2,495 6.89 7,050 -6.41 0.2120
2021-08-13 2021-06-30 13F UNITED PARCEL SERVICE Stock 911312106 36,220 926 2.62 7,533 25.55 0.2245
2021-05-06 2021-03-31 13F UNITED PARCEL SERVICE Stock 911312106 35,294 -17,952 -33.72 6,000 -33.09 0.1917
2021-02-09 2020-12-31 13F UNITED PARCEL SERVICE CL B 911312106 53,246 20,558 62.89 8,967 64.62 0.3050
2020-11-03 2020-09-30 13F UNITED PARCEL SERVICE CL B 911312106 32,688 -4,296 -11.62 5,447 32.47 0.2156
2020-07-31 2020-06-30 13F UNITED PARCEL SERVICE CL B 911312106 36,984 3,826 11.54 4,112 32.73 0.1805
2020-05-01 2020-03-31 13F UNITED PARCEL SERVICE CL B 911312106 33,158 -7,192 -17.82 3,098 -34.41 0.1839
2020-02-03 2019-12-31 13F UNITED PARCEL SERVICE CL B 911312106 40,350 1,168 2.98 4,723 0.60 0.1993
2019-11-01 2019-09-30 13F UNITED PARCEL SERVICE CL B 911312106 39,182 13,955 55.32 4,695 80.23 0.2253
2019-08-01 2019-06-30 13F UNITED PARCEL SERVICE CL B 911312106 25,227 332 1.33 2,605 -6.36 0.1342
2019-05-01 2019-03-31 13F UNITED PARCEL SERVICE CL B 911312106 24,895 3,144 14.45 2,782 31.16 0.1580
2019-01-31 2018-12-31 13F UNITED PARCEL SERVICE CL B 911312106 21,751 638 3.02 2,121 -13.96 0.1543
2018-11-07 2018-09-30 13F UNITED PARCEL SERVICE CL B 911312106 21,113 975 4.84 2,465 15.24 0.1449
2018-08-02 2018-06-30 13F UNITED PARCEL SERVICE CL B 911312106 20,138 -693 -3.33 2,139 -1.88 0.1432
2018-05-11 2018-03-31 13F UNITED PARCEL SERVICE CL B 911312106 20,831 1,114 5.65 2,180 -7.19 0.1594
2018-02-07 2017-12-31 13F UNITED PARCEL SERVICE CL B 911312106 19,717 4,915 33.20 2,349 32.11 0.1809
2017-11-06 2017-09-30 13F UNITED PARCEL SERVICE CL B 911312106 14,802 945 6.82 1,778 15.98 0.1466
2017-08-02 2017-06-30 13F UNITED PARCEL SERVICE CL B 911312106 13,857 2,243 19.31 1,533 23.03 0.1440
2017-04-24 2017-03-31 13F UNITED PARCEL SERVICE CL B 911312106 11,614 -2,435 -17.33 1,246 -22.66 0.1207
2017-01-23 2016-12-31 13F UNITED PARCEL SERVICE CL B 911312106 14,049 1,371 10.81 1,611 16.23 0.1761
2016-11-07 2016-09-30 13F UNITED PARCEL SERVICE CL B 911312106 12,678 -117 -0.91 1,386 0.58 0.1643
2016-07-22 2016-06-30 13F UNITED PARCEL SERVICE CL B 911312106 12,795 362 2.91 1,378 5.11 0.1796
2016-04-18 2016-03-31 13F UNITED PARCEL SERVICE CL B 911312106 12,433 295 2.43 1,311 12.24 0.1792
2016-01-20 2015-12-31 13F UNITED PARCEL SERVICE CL B 911312106 12,138 628 5.46 1,168 2.82 0.1635
2015-11-02 2015-09-30 13F UNITED PARCEL SERVICE CL B 911312106 11,510 3,933 51.91 1,136 54.77 0.1800
2015-07-14 2015-06-30 13F UNITED PARCEL SERVICE CL B 911312106 7,577 228 3.10 734 3.09 0.1013
2015-04-23 2015-03-31 13F UNITED PARCEL SERVICE CL B 911312106 7,349 1,159 18.72 712 3.49 0.0943
2015-02-13 2014-12-31 13F UNITED PARCEL SERVICE CL B 911312106 6,190 6,190 688 0.0910
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.