United Parcel Service, Inc.
IT ˙ BIT ˙ US9113121068
93,64 € ↓ -1,56 (-1,64%)
2026-06-04
DEL PRIS
SecurityIT:1UPS / United Parcel Service, Inc.
InstitutionCRA Financial Services, LLC
Latest Disclosed Ownership3,695 shares
Latest Disclosed Value $ 363,487
CRA Financial Services, LLC reports 1.31% decrease in ownership of 1UPS / United Parcel Service, Inc.

On April 9, 2026 - CRA Financial Services, LLC filed a 13F-HR form disclosing ownership of 3,695 shares of United Parcel Service, Inc. (IT:1UPS) valued at $307,424 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 3,744 shares of United Parcel Service, Inc.. This represents a change in shares of -1.31% during the quarter. The current value of the position is $346,000 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)
2026-04-09 2026-03-31 13F UNITED PARCEL SVCS CL B 911312106 3,695 -49 -1.31 363 -2.16 0.0472
2026-01-16 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 3,744 -1,063 -22.11 371 -7.48 0.0486
2025-10-16 2025-09-30 13F UNITED PARCEL SERVICE CL B 911312106 4,807 -2,461 -33.86 402 -45.29 0.0549
2025-07-14 2025-06-30 13F UNITED PARCEL SERVICE CL B 911312106 7,268 -29 -0.40 734 -8.60 0.1122
2025-04-16 2025-03-31 13F UNITED PARCEL SERVICE CL B 911312106 7,297 -284 -3.75 803 -16.11 0.1373
2025-01-31 2024-12-31 13F UNITED PARCEL SERVICE CL B 911312106 7,581 -173 -2.23 956 -9.56 0.1640
2024-10-10 2024-09-30 13F UNITED PARCEL SERVICE CL B 911312106 7,754 -207 -2.60 1,057 -2.94 0.1940
2024-07-12 2024-06-30 13F UNITED PARCEL SERVICE CL B 911312106 7,961 -219 -2.68 1,090 -10.37 0.2199
2024-04-17 2024-03-31 13F UNITED PARCEL SERVICE CL B 911312106 8,180 248 3.13 1,216 -2.57 0.2641
2024-02-01 2023-12-31 13F UNITED PARCEL SERVICE CL B 911312106 7,932 2,736 52.66 1,247 54.14 0.3052
2023-10-13 2023-09-30 13F UNITED PARCEL SERVICE CL B 911312106 5,196 26 0.50 810 -12.63 0.2229
2023-07-11 2023-06-30 13F UNITED PARCEL SERVICE CL B 911312106 5,170 99 1.95 927 -5.80 0.2504
2023-04-06 2023-03-31 13F UNITED PARCEL SERVICE CL B 911312106 5,071 0 0.00 984 11.58 0.2921
2023-01-24 2022-12-31 13F UNITED PARCEL SERVICE CL B 911312106 5,071 0 0.00 881 7.57 0.2885
2022-10-24 2022-09-30 13F UNITED PARCEL SERVICE CL B 911312106 5,071 -240 -4.52 819 -15.48 0.2947
2022-07-21 2022-06-30 13F UNITED PARCEL SERVICE CL B 911312106 5,311 1,138 27.27 969 8.27 0.3321
2022-04-15 2022-03-31 13F UNITED PARCEL SERVICE CL B 911312106 4,173 -80 -1.88 895 -1.86 0.2692
2022-01-20 2021-12-31 13F UNITED PARCEL SERVICE CL B 911312106 4,253 45 1.07 912 19.06 0.2711
2021-10-12 2021-09-30 13F UNITED PARCEL SERVICE CL B 911312106 4,208 -19 -0.45 766 -12.86 0.2592
2021-07-23 2021-06-30 13F UNITED PARCEL SERVICE CL B 911312106 4,227 166 4.09 879 27.39 0.3057
2021-04-16 2021-03-31 13F UNITED PARCEL SERVICE CL B 911312106 4,061 -111 -2.66 690 -1.85 0.2670
2021-01-27 2020-12-31 13F UNITED PARCEL SERVICE CL B 911312106 4,172 -215 -4.90 703 -3.83 0.2954
2020-10-14 2020-09-30 13F UNITED PARCEL SERVICE CL B 911312106 4,387 322 7.92 731 61.73 0.3494
2020-07-22 2020-06-30 13F UNITED PARCEL SERVICE CL B 911312106 4,065 255 6.69 452 26.97 0.2387
2020-04-14 2020-03-31 13F UNITED PARCEL SERVICE CL B 911312106 3,810 -55 -1.42 356 -21.24 0.2278
2020-01-28 2019-12-31 13F UNITED PARCEL SERVICE CL B 911312106 3,865 0 0.00 452 -2.38 0.2467
2019-11-07 2019-09-30 13F UNITED PARCEL SERVICE CL B 911312106 3,865 -140 -3.50 463 11.84 0.2801
2019-07-24 2019-06-30 13F UNITED PARCEL SERVICE CL B 911312106 4,005 -10 -0.25 414 -7.80 0.2487
2019-04-15 2019-03-31 13F UNITED PARCEL SERVICE CL B 911312106 4,015 0 0.00 449 14.54 0.2926
2019-02-08 2018-12-31 13F UNITED PARCEL SERVICE CL B 911312106 4,015 4,015 392 0.2829
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.