United Parcel Service, Inc.
IT ˙ BIT ˙ US9113121068
94,16 € ↑0,52 (0,56%)
2026-06-05
DEL PRIS
SecurityIT:1UPS / United Parcel Service, Inc.
InstitutionCalamos Wealth Management LLC
Latest Disclosed Ownership5,725 shares
Latest Disclosed Value $ 563,226
Calamos Wealth Management LLC reports 18.73% increase in ownership of 1UPS / United Parcel Service, Inc.

On May 4, 2026 - Calamos Wealth Management LLC filed a 13F-HR form disclosing ownership of 5,725 shares of United Parcel Service, Inc. (IT:1UPS) valued at $476,320 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 4,822 shares of United Parcel Service, Inc.. This represents a change in shares of 18.73% during the quarter. The current value of the position is $539,066 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 5,725 903 18.73 563 17.78 0.0194
2026-01-29 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 4,822 390 8.80 478 29.19 0.0165
2025-10-20 2025-09-30 13F UNITED PARCEL SERVICE CL B 911312106 4,432 4,432 370 0.0133
2024-05-08 2024-03-31 13F UNITED PARCEL SERVICE CL B 911312106 0 -1,788 -100.00 0 -100.00
2024-01-31 2023-12-31 13F UNITED PARCEL SERVICE CL B 911312106 1,788 33 1.88 281 2.93 0.0177
2023-10-26 2023-09-30 13F UNITED PARCEL SERVICE CL B 911312106 1,755 1,755 274 0.0207
2022-08-01 2022-06-30 13F UNITED PARCEL SERVICE CL B 911312106 0 -963 -100.00 0 -100.00
2022-05-03 2022-03-31 13F UNITED PARCEL SERVICE CL B 911312106 963 963 207 0.0155
2021-10-26 2021-09-30 13F UNITED PARCEL SERVICE CL B 911312106 0 -2,672 -100.00 0 -100.00
2021-07-22 2021-06-30 13F UNITED PARCEL SERVICE CL B 911312106 2,672 253 10.46 556 35.28 0.0433
2021-04-12 2021-03-31 13F UNITED PARCEL SERVICE CL B 911312106 2,419 0 0.00 411 0.98 0.0339
2021-01-27 2020-12-31 13F UNITED PARCEL SERVICE CL B 911312106 2,419 2,419 407 0.0372
2018-07-17 2018-06-30 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 0 -9,111 -100.00 0 -100.00
2018-04-13 2018-03-31 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 9,111 -5,674 -38.38 954 -45.86 0.1196
2018-02-13 2017-12-31 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 14,785 -329 -2.18 1,762 -2.92 0.2286
2017-10-25 2017-09-30 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 15,114 70 0.47 1,815 9.07 0.2515
2017-08-09 2017-06-30 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 15,044 -428 -2.77 1,664 0.24 0.2355
2017-04-20 2017-03-31 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 15,472 -5,174 -25.06 1,660 -29.87 0.2482
2017-02-06 2016-12-31 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 20,646 -1,065 -4.91 2,367 -0.29 0.3809
2016-11-14 2016-09-30 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 21,711 -3,118 -12.56 2,374 -11.25 0.4058
2016-07-26 2016-06-30 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 24,829 -1,546 -5.86 2,675 -3.85 0.4727
2016-04-25 2016-03-31 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 26,375 1,568 6.32 2,782 16.55 0.5354
2016-02-05 2015-12-31 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 24,807 -1,615 -6.11 2,387 -8.47 0.4754
2015-11-10 2015-09-30 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 26,422 9,527 56.39 2,608 59.32 0.6260
2015-08-17 2015-06-30 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 16,895 -1,555 -8.43 1,637 -8.50 0.3867
2015-05-12 2015-03-31 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 18,450 465 2.59 1,789 -10.51 0.4471
2015-02-13 2014-12-31 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 17,985 1,985 12.41 1,999 27.08 0.5738
2014-11-14 2014-09-30 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 16,000 6,830 74.48 1,573 67.16 0.4541
2014-08-14 2014-06-30 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 9,170 60 0.66 941 6.09 0.2684
2014-05-16 2014-03-31 13F UNITED PARCEL SERVICE COMMON STOCK 911312106 9,110 9,110 887 0.2626
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.