United Parcel Service, Inc.
IT ˙ BIT ˙ US9113121068
94,16 € ↑0,52 (0,56%)
2026-06-05
DEL PRIS
SecurityIT:1UPS / United Parcel Service, Inc.
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership4,242 shares
Latest Disclosed Value $ 417,297
BKD Wealth Advisors, LLC reports 21.36% decrease in ownership of 1UPS / United Parcel Service, Inc.

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 4,242 shares of United Parcel Service, Inc. (IT:1UPS) valued at $352,934 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 5,394 shares of United Parcel Service, Inc.. This represents a change in shares of -21.36% during the quarter. The current value of the position is $399,427 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)
2026-05-01 2026-03-31 13F UNITED PARCEL SVCS CL B 911312106 4,242 -1,152 -21.36 417 -21.91 0.0079
2026-02-10 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 5,394 -67 -1.23 535 17.11 0.0101
2025-10-30 2025-09-30 13F UNITED PARCEL SERVICE CL B 911312106 5,461 -995 -15.41 456 -29.95 0.0091
2025-07-29 2025-06-30 13F UNITED PARCEL SERVICE CL B 911312106 6,456 -177 -2.67 652 -10.70 0.0141
2025-05-13 2025-03-31 13F UNITED PARCEL SERVICE CL B 911312106 6,633 -284 -4.11 730 -16.40 0.0175
2025-02-04 2024-12-31 13F UNITED PARCEL SERVICE CL B 911312106 6,917 -167 -2.36 872 -9.64 0.0201
2024-11-14 2024-09-30 13F UNITED PARCEL SERVICE CL B 911312106 7,084 -439 -5.84 966 -6.22 0.0222
2024-08-09 2024-06-30 13F UNITED PARCEL SERVICE CL B 911312106 7,523 -680 -8.29 1,030 -15.59 0.0257
2024-04-19 2024-03-31 13F UNITED PARCEL SERVICE CL B 911312106 8,203 -285 -3.36 1,219 -8.62 0.0310
2024-01-11 2023-12-31 13F UNITED PARCEL SERVICE CL B 911312106 8,488 -1,790 -17.42 1,335 -16.68 0.0372
2023-10-26 2023-09-30 13F UNITED PARCEL SERVICE CL B 911312106 10,278 -352 -3.31 1,602 -15.96 0.0483
2023-08-08 2023-06-30 13F UNITED PARCEL SERVICE CL B 911312106 10,630 -304 -2.78 1,905 -10.18 0.0558
2023-04-27 2023-03-31 13F UNITED PARCEL SERVICE CL B 911312106 10,934 -44 -0.40 2,121 11.16 0.0694
2023-02-03 2022-12-31 13F UNITED PARCEL SERVICE CL B 911312106 10,978 144 1.33 1,908 9.03 0.0667
2022-10-14 2022-09-30 13F UNITED PARCEL SERVICE CL B 911312106 10,834 139 1.30 1,750 -10.35 0.0706
2022-07-22 2022-06-30 13F UNITED PARCEL SERVICE CL B 911312106 10,695 401 3.90 1,952 -11.59 0.0790
2022-05-10 2022-03-31 13F UNITED PARCEL SERVICE CL B 911312106 10,294 -173 -1.65 2,208 -1.60 0.0935
2022-01-14 2021-12-31 13F UNITED PARCEL SERVICE CL B 911312106 10,467 115 1.11 2,244 19.05 0.0944
2021-10-14 2021-09-30 13F UNITED PARCEL SERVICE CL B 911312106 10,352 343 3.43 1,885 -9.46 0.0866
2021-07-14 2021-06-30 13F UNITED PARCEL SERVICE CL B 911312106 10,009 -287 -2.79 2,082 18.97 0.0969
2021-04-23 2021-03-31 13F UNITED PARCEL SERVICE CL B 911312106 10,296 -2,696 -20.75 1,750 -20.02 0.0869
2021-01-22 2020-12-31 13F UNITED PARCEL SERVICE CL B 911312106 12,992 276 2.17 2,188 3.26 0.1096
2020-11-05 2020-09-30 13F UNITED PARCEL SERVICE CL B 911312106 12,716 -602 -4.52 2,119 43.08 0.1234
2020-07-15 2020-06-30 13F UNITED PARCEL SERVICE CL B 911312106 13,318 -4,914 -26.95 1,481 -13.04 0.0959
2020-04-10 2020-03-31 13F UNITED PARCEL SERVICE CL B 911312106 18,232 -7,647 -29.55 1,703 -43.78 0.1396
2020-01-13 2019-12-31 13F UNITED PARCEL SERVICE CL B 911312106 25,879 -1,021 -3.80 3,029 -6.02 0.2182
2019-10-28 2019-09-30 13F UNITED PARCEL SERVICE CL B 911312106 26,900 7,130 36.06 3,223 57.84 0.2578
2019-07-10 2019-06-30 13F UNITED PARCEL SERVICE CL B 911312106 19,770 79 0.40 2,042 -7.18 0.1655
2019-04-10 2019-03-31 13F UNITED PARCEL SERVICE CL B 911312106 19,691 9,033 84.75 2,200 111.74 0.1825
2019-01-28 2018-12-31 13F/A-1 UNITED PARCEL SERVICE CL B 911312106 10,658 -7,741 -42.07 1,039 -51.63 0.1062
2019-01-15 2018-12-31 13F UNITED PARCEL SERVICE CL B 911312106 10,658 -7,741 1,039 0.0961
2018-10-09 2018-09-30 13F UNITED PARCEL SERVICE CL B 911312106 18,399 972 5.58 2,148 16.05 0.1882
2018-07-13 2018-06-30 13F UNITED PARCEL SERVICE CL B 911312106 17,427 14,629 522.84 1,851 531.74 0.1798
2018-05-25 2018-03-31 13F/A-1 UNITED PARCEL SERVICE CL B 911312106 2,798 -3,001 -51.75 293 -57.60 0.0294
2018-04-20 2018-03-31 13F UNITED PARCEL SERVICE CL B 911312106 5,368 -431 595
2018-01-18 2017-12-31 13F UNITED PARCEL SERVICE CL B 911312106 5,799 -51 -0.87 691 -1.71 0.0691
2017-10-13 2017-09-30 13F UNITED PARCEL SERVICE CL B 911312106 5,850 410 7.54 703 16.78 0.0774
2017-07-10 2017-06-30 13F UNITED PARCEL SERVICE CL B 911312106 5,440 1,812 49.94 602 54.76 0.0682
2017-04-13 2017-03-31 13F UNITED PARCEL SERVICE CL B 911312106 3,628 1,412 63.72 389 53.15 0.0475
2017-01-06 2016-12-31 13F UNITED PARCEL SERVICE CL B 911312106 2,216 254 12.95 254 18.14 0.0332
2016-10-18 2016-09-30 13F UNITED PARCEL SERVICE CL B 911312106 1,962 -50 -2.49 215 1.90 0.0299
2014-01-13 2013-12-31 13F UNITED PARCEL SERVICE CL B 911312106 2,012 2,012 211 0.0177
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.