United Parcel Service, Inc.
IT ˙ BIT ˙ US9113121068
94,16 € ↑0,52 (0,56%)
2026-06-05
DEL PRIS
SecurityIT:1UPS / United Parcel Service, Inc.
InstitutionBirch Capital Management, LLC
Latest Disclosed Ownership52,107 shares
Latest Disclosed Value $ 5,126,287
Birch Capital Management, LLC reports 18.04% increase in ownership of 1UPS / United Parcel Service, Inc.

On April 15, 2026 - Birch Capital Management, LLC filed a 13F-HR form disclosing ownership of 52,107 shares of United Parcel Service, Inc. (IT:1UPS) valued at $4,335,302 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 44,142 shares of United Parcel Service, Inc.. This represents a change in shares of 18.04% during the quarter. The current value of the position is $4,906,395 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)
2026-04-15 2026-03-31 13F UNITED PARCEL SVCS INC CL B Stock 911312106 52,107 7,965 18.04 5,126 17.09 2.6861
2026-02-03 2025-12-31 13F UNITED PARCEL SVCS INC CL B Stock 911312106 44,142 -6,248 -12.40 4,378 4.02 2.1839
2025-10-27 2025-09-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 50,390 -1,004 -1.95 4,209 -18.85 2.1479
2025-07-24 2025-06-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 51,394 -40 -0.08 5,188 -8.31 2.6568
2025-04-16 2025-03-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 51,434 3,793 7.96 5,657 -5.83 2.9417
2025-01-07 2024-12-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 47,641 850 1.82 6,008 -5.83 3.0237
2024-10-15 2024-09-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 46,791 2,826 6.43 6,379 6.03 3.1169
2024-07-08 2024-06-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 43,965 278 0.64 6,017 -7.35 3.1277
2024-04-11 2024-03-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 43,687 3,925 9.87 6,493 3.87 3.3736
2024-01-24 2023-12-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 39,762 4,023 11.26 6,252 12.23 3.5883
2023-10-12 2023-09-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 35,739 1,434 4.18 5,571 -9.42 3.5252
2023-07-12 2023-06-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 34,305 591 1.75 6,149 -5.98 3.7367
2023-04-10 2023-03-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 33,714 -93 -0.28 6,540 11.28 4.2113
2023-02-06 2022-12-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 33,807 -1,822 -5.11 5,877 2.12 4.0447
2023-03-30 2022-09-30 13F/A-1 UNITED PARCEL SERVICE INC CL B Stock 911312106 35,629 543 1.55 5,756 -10.13 4.3477
2022-10-06 2022-09-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 35,533 447 5,740 4.3460
2023-03-30 2022-06-30 13F/A-1 UNITED PARCEL SERVICE INC CL B Stock 911312106 35,086 2,734 8.45 6,405 -7.70 4.5714
2022-07-07 2022-06-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 35,086 2,734 6,405 4.5762
2022-04-05 2022-03-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 32,352 972 3.10 6,938 3.15 4.2676
2022-01-06 2021-12-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 31,380 101 0.32 6,726 18.08 4.0328
2021-10-05 2021-09-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 31,279 11 0.04 5,696 -12.41 3.8677
2021-07-28 2021-06-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 31,268 507 1.65 6,503 24.36 4.4129
2021-04-05 2021-03-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 30,761 2,254 7.91 5,229 8.91 3.8480
2021-02-02 2020-12-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 28,507 974 3.54 4,801 4.64 3.6632
2020-10-06 2020-09-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 27,533 -108 -0.39 4,588 49.30 3.9881
2020-07-02 2020-06-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 27,641 2,458 9.76 3,073 30.60 2.8782
2020-04-02 2020-03-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 25,183 964 3.98 2,353 -17.00 2.7091
2020-01-27 2019-12-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 24,219 24,219 2,835 2.7780
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.