United Parcel Service, Inc.
IT ˙ BIT ˙ US9113121068
93,64 € ↓ -1,56 (-1,64%)
2026-06-04
DEL PRIS
SecurityIT:1UPS / United Parcel Service, Inc.
InstitutionDynamic Advisor Solutions LLC
Latest Disclosed Ownership42,466 shares
Latest Disclosed Value $ 4,177,853
Dynamic Advisor Solutions LLC reports 88.66% increase in ownership of 1UPS / United Parcel Service, Inc.

On April 8, 2026 - Dynamic Advisor Solutions LLC filed a 13F-HR form disclosing ownership of 42,466 shares of United Parcel Service, Inc. (IT:1UPS) valued at $3,533,171 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 22,509 shares of United Parcel Service, Inc.. This represents a change in shares of 88.66% during the quarter. The current value of the position is $3,976,516 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)
2026-04-08 2026-03-31 13F UNITED PARCEL SVCS CL B 911312106 42,466 19,957 88.66 4,178 87.14 0.1317
2026-01-09 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 22,509 -1,204 -5.08 2,233 12.73 0.0716
2025-10-09 2025-09-30 13F UNITED PARCEL SERVICE CL B 911312106 23,713 3,453 17.04 1,981 -3.18 0.0575
2025-07-09 2025-06-30 13F UNITED PARCEL SERVICE CL B 911312106 20,260 -1,283 -5.96 2,045 -13.68 0.0632
2025-04-17 2025-03-31 13F UNITED PARCEL SERVICE CL B 911312106 21,543 21,543 2,370 0.0781
2025-01-21 2024-12-31 13F UNITED PARCEL SERVICE CL B 911312106 0 -22,522 -100.00 0 -100.00
2024-10-07 2024-09-30 13F UNITED PARCEL SERVICE CL B 911312106 22,522 150 0.67 3,071 0.29 0.0922
2024-07-15 2024-06-30 13F UNITED PARCEL SERVICE CL B 911312106 22,372 3,318 17.41 3,062 8.09 0.0964
2024-04-12 2024-03-31 13F UNITED PARCEL SERVICE CL B 911312106 19,054 -757 -3.82 2,832 -9.92 0.0956
2024-01-10 2023-12-31 13F UNITED PARCEL SERVICE CL B 911312106 19,811 1,116 5.97 3,144 7.93 0.1172
2023-10-11 2023-09-30 13F UNITED PARCEL SERVICE CL B 911312106 18,695 1,272 7.30 2,914 -6.72 0.1377
2023-08-03 2023-06-30 13F UNITED PARCEL SERVICE CL B 911312106 17,423 3,406 24.30 3,123 14.86 0.1620
2023-04-11 2023-03-31 13F UNITED PARCEL SERVICE CL B 911312106 14,017 1,561 12.53 2,719 25.59 0.1591
2023-01-13 2022-12-31 13F UNITED PARCEL SERVICE CL B 911312106 12,456 1,061 9.31 2,165 17.60 0.1478
2022-10-20 2022-09-30 13F UNITED PARCEL SERVICE CL B 911312106 11,395 316 2.85 1,841 -8.95 0.1403
2022-07-27 2022-06-30 13F UNITED PARCEL SERVICE CL B 911312106 11,079 2,054 22.76 2,022 4.44 0.1553
2022-04-11 2022-03-31 13F UNITED PARCEL SERVICE CL B 911312106 9,025 163 1.84 1,936 1.95 0.1348
2022-01-26 2021-12-31 13F UNITED PARCEL SERVICE CL B 911312106 8,862 -782 -8.11 1,899 8.14 0.1356
2021-10-28 2021-09-30 13F UNITED PARCEL SERVICE CL B 911312106 9,644 390 4.21 1,756 -8.78 0.1322
2021-08-10 2021-06-30 13F UNITED PARCEL SERVICE CL B 911312106 9,254 1,942 26.56 1,925 54.87 0.1525
2021-04-27 2021-03-31 13F UNITED PARCEL SERVICE CL B 911312106 7,312 -4,311 -37.09 1,243 -36.48 0.1154
2021-02-03 2020-12-31 13F UNITED PARCEL SERVICE CL B 911312106 11,623 1,319 12.80 1,957 13.98 0.1831
2020-10-27 2020-09-30 13F UNITED PARCEL SERVICE CL B 911312106 10,304 1,752 20.49 1,717 80.55 0.1949
2020-08-05 2020-06-30 13F UNITED PARCEL SERVICE CL B 911312106 8,552 762 9.78 951 30.63 0.1284
2020-05-07 2020-03-31 13F UNITED PARCEL SERVICE CL B 911312106 7,790 320 4.28 728 -16.70 0.1328
2020-02-04 2019-12-31 13F UNITED PARCEL SERVICE CL B 911312106 7,470 171 2.34 874 -0.11 0.1192
2019-11-13 2019-09-30 13F UNITED PARCEL SERVICE CL B 911312106 7,299 -295 -3.88 875 11.61 0.1358
2019-08-13 2019-06-30 13F UNITED PARCEL SERVICE CL B 911312106 7,594 743 10.85 784 2.35 0.1259
2019-04-10 2019-03-31 13F UNITED PARCEL SERVICE CL B 911312106 6,851 -121 -1.74 766 8.96 0.1445
2019-01-29 2018-12-31 13F UNITED PARCEL SERVICE CL B 911312106 6,972 -14,839 -68.03 703 -72.39 0.1493
2018-11-14 2018-09-30 13F UNITED PARCEL SERVICE CL B 911312106 21,811 -295 -1.33 2,546 8.43 0.5280
2018-08-07 2018-06-30 13F UNITED PARCEL SERVICE CL B 911312106 22,106 15,487 233.98 2,348 239.31 0.5324
2018-05-01 2018-03-31 13F UNITED PARCEL SERVICE CL B 911312106 6,619 -9,884 -59.89 692 -64.82 0.1776
2018-02-09 2017-12-31 13F UNITED PARCEL SERVICE CL B 911312106 16,503 665 4.20 1,967 3.42 0.6445
2017-10-16 2017-09-30 13F UNITED PARCEL SERVICE CL B 911312106 15,838 -60 -0.38 1,902 8.19 0.7520
2017-07-10 2017-06-30 13F UNITED PARCEL SERVICE CL B 911312106 15,898 424 2.74 1,758 5.90 0.6801
2017-04-10 2017-03-31 13F UNITED PARCEL SERVICE CL B 911312106 15,474 2,431 18.64 1,660 11.04 0.6470
2017-01-19 2016-12-31 13F UNITED PARCEL SERVICE CL B 911312106 13,043 -1,614 -11.01 1,495 -6.74 0.5960
2016-10-11 2016-09-30 13F UNITED PARCEL SERVICE CL B 911312106 14,657 -5,143 -25.97 1,603 -24.85 0.6069
2016-07-22 2016-06-30 13F UNITED PARCEL SERVICE CL B 911312106 19,800 -962 -4.63 2,133 -2.60 0.8642
2016-05-02 2016-03-31 13F UNITED PARCEL SERVICE CL B 911312106 20,762 -264 -1.26 2,190 8.26 0.9298
2016-01-20 2015-12-31 13F UNITED PARCEL SERVICE CL B 911312106 21,026 1,362 6.93 2,023 4.22 0.8364
2015-10-23 2015-09-30 13F UNITED PARCEL SERVICE CL B 911312106 19,664 -244 -1.23 1,941 0.62 0.9792
2015-08-14 2015-06-30 13F UNITED PARCEL SERVICE CL B 911312106 19,908 5,722 40.34 1,929 40.29 1.1268
2015-05-12 2015-03-31 13F UNITED PARCEL SERVICE CL B 911312106 14,186 14,186 0.00 1,375 0.6895
2015-02-02 2014-12-31 13F UNITED PARCEL SERVICE CL B 911312106 0 -12,680 -100.00 0 -100.00
2014-12-03 2014-09-30 13F/A-1 UNITED PARCEL SERVICE CL B 911312106 12,680 4,123 48.18 1,246 41.91 0.6777
2014-11-12 2014-09-30 13F UNITED PARCEL SERVICE CL B 911312106 12,680 4,123 1,246 0.6750
2014-08-11 2014-06-30 13F UNITED PARCEL SERVICE CL B 911312106 8,557 -2,046 -19.30 878 -15.00 0.5275
2014-05-05 2014-03-31 13F UNITED PARCEL SERVICE CL B 911312106 10,603 2,839 36.57 1,033 26.59 0.7045
2014-02-12 2013-12-31 13F UNITED PARCEL SERVICE CL B 911312106 7,764 7,764 816 0.6042
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.