United Parcel Service, Inc.
IT ˙ BIT ˙ US9113121068
94,16 € ↑0,52 (0,56%)
2026-06-05
DEL PRIS
SecurityIT:1UPS / United Parcel Service, Inc.
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership45,843 shares
Latest Disclosed Value $ 4,510,053
Arkadios Wealth Advisors reports 49.50% increase in ownership of 1UPS / United Parcel Service, Inc.

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 45,843 shares of United Parcel Service, Inc. (IT:1UPS) valued at $3,814,138 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 30,664 shares of United Parcel Service, Inc.. This represents a change in shares of 49.50% during the quarter. The current value of the position is $4,316,577 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)
2026-05-18 2026-03-31 13F UNITED PARCEL SVCS INC CL B Stock 911312106 45,843 15,179 49.50 4,510 48.31 0.0475
2026-02-13 2025-12-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 30,664 -1,966 -6.03 3,042 11.60 0.0590
2025-10-29 2025-09-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 32,630 3,517 12.08 2,726 -7.25 0.0654
2025-08-04 2025-06-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 29,113 1,421 5.13 2,939 -3.51 0.0866
2025-05-08 2025-03-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 27,692 10,219 58.48 3,046 38.22 0.1150
2025-01-15 2024-12-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 17,473 -4,895 -21.88 2,203 -27.75 0.1202
2024-10-24 2024-09-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 22,368 -2,774 -11.03 3,050 -11.37 0.1727
2024-07-29 2024-06-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 25,142 5,947 30.98 3,441 20.57 0.2321
2024-04-30 2024-03-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 19,195 349 1.85 2,853 -3.71 0.2211
2024-01-24 2023-12-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 18,846 -7,297 -27.91 2,963 -27.27 0.2505
2023-10-13 2023-09-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 26,143 4,172 18.99 4,075 3.45 0.3867
2023-07-26 2023-06-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 21,971 -35 -0.16 3,938 -7.73 0.4580
2023-05-02 2023-03-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 22,006 192 0.88 4,269 12.55 0.5083
2023-01-11 2022-12-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 21,814 -302 -1.37 3,792 126,300.00 0.5027
2022-10-21 2022-09-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 22,116 479 2.21 4 0.00 0.5415
2022-07-14 2022-06-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 21,637 -4,763 -18.04 4 -40.00 0.5876
2022-05-02 2022-03-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 26,400 -337 -1.26 6 0.00 0.7416
2022-02-03 2021-12-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 26,737 -306 -1.13 6 25.00 0.7590
2021-10-19 2021-09-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 27,043 -1,891 -6.54 5 -33.33 0.7099
2021-07-28 2021-06-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 28,934 20,445 240.84 6 500.00 0.7330
2021-04-26 2021-03-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 8,489 5,053 147.06 1 0.2377
2021-02-09 2020-12-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 3,436 2,087 154.71 1 -100.00 0.1213
2020-11-10 2020-09-30 13F UNITED PARCEL SERVICE INC CL B Common Stock 911312106 1,349 -559 -29.30 235 6.82 0.1180
2020-08-10 2020-06-30 13F UNITED PARCEL SERVICE INC CL B Common Stock 911312106 1,908 -85 -4.26 220 18.28 0.1221
2020-05-14 2020-03-31 13F UNITED PARCEL SERVICE INC CL B Common Stock 911312106 1,993 910 84.03 186 63.16 0.1187
2020-02-14 2019-12-31 13F UNITED PARCEL SERVICE INC CL B Common Stock 911312106 1,083 1,083 114 0.0683
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.