United Parcel Service, Inc.
IT ˙ BIT ˙ US9113121068
93,64 € ↓ -1,56 (-1,64%)
2026-06-04
DEL PRIS
SecurityIT:1UPS / United Parcel Service, Inc.
InstitutionExcalibur Management Corp
Latest Disclosed Ownership10,927 shares
Latest Disclosed Value $ 1,074,995
Excalibur Management Corp reports 3.20% increase in ownership of 1UPS / United Parcel Service, Inc.

On May 5, 2026 - Excalibur Management Corp filed a 13F-HR form disclosing ownership of 10,927 shares of United Parcel Service, Inc. (IT:1UPS) valued at $909,126 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 10,588 shares of United Parcel Service, Inc.. This represents a change in shares of 3.20% during the quarter. The current value of the position is $1,023,204 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)
2026-05-05 2026-03-31 13F UNITED PARCEL SVCS CL B 911312106 10,927 339 3.20 1,075 2.29 0.3860
2026-02-10 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 10,588 -990 -8.55 1,050 8.58 0.3786
2025-11-10 2025-09-30 13F UNITED PARCEL SERVICE CL B 911312106 11,578 -306 -2.57 967 -19.35 0.3509
2025-08-06 2025-06-30 13F UNITED PARCEL SERVICE CL B 911312106 11,884 -327 -2.68 1,200 -10.72 0.4501
2025-05-08 2025-03-31 13F UNITED PARCEL SERVICE CL B 911312106 12,211 382 3.23 1,343 -9.93 0.5280
2025-02-12 2024-12-31 13F UNITED PARCEL SERVICE CL B 911312106 11,829 -277 -2.29 1,492 -9.64 0.5925
2024-11-14 2024-09-30 13F UNITED PARCEL SERVICE CL B 911312106 12,106 -720 -5.61 1,650 -5.98 0.6293
2024-08-09 2024-06-30 13F UNITED PARCEL SERVICE CL B 911312106 12,826 646 5.30 1,755 -3.04 0.7160
2024-05-13 2024-03-31 13F UNITED PARCEL SERVICE CL B 911312106 12,180 624 5.40 1,810 -0.33 0.7661
2024-02-12 2023-12-31 13F UNITED PARCEL SERVICE CL B 911312106 11,556 314 2.79 1,817 3.65 0.8534
2023-11-13 2023-09-30 13F UNITED PARCEL SERVICE CL B 911312106 11,242 -47 -0.42 1,752 -13.40 0.9112
2023-08-08 2023-06-30 13F UNITED PARCEL SERVICE CL B 911312106 11,289 -78 -0.69 2,024 -8.25 1.0308
2023-05-08 2023-03-31 13F UNITED PARCEL SERVICE CL B 911312106 11,367 -113 -0.98 2,205 10.53 1.1433
2023-02-10 2022-12-31 13F UNITED PARCEL SERVICE CL B 911312106 11,480 -137 -1.18 1,996 6.29 1.0432
2022-11-04 2022-09-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 11,617 22 0.19 1,877 -11.34 1.0507
2022-07-25 2022-06-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 11,595 184 1.61 2,117 -13.49 1.1015
2022-05-03 2022-03-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 11,411 -1,144 -9.11 2,447 -9.07 1.0604
2022-02-10 2021-12-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 12,555 -50 -0.40 2,691 17.25 1.0861
2021-10-28 2021-09-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 12,605 420 3.45 2,295 -9.43 1.0055
2021-07-26 2021-06-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 12,185 -268 -2.15 2,534 19.70 1.1476
2021-05-03 2021-03-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 12,453 -390 -3.04 2,117 -2.13 1.0440
2021-01-26 2020-12-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 12,843 -714 -5.27 2,163 -4.25 1.1619
2020-11-02 2020-09-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 13,557 -400 -2.87 2,259 45.55 1.3690
2020-08-14 2020-06-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 13,957 -1,007 -6.73 1,552 11.02 1.0335
2020-05-15 2020-03-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 14,964 617 4.30 1,398 -16.74 1.0788
2020-02-04 2019-12-31 13F UPS - CL B COM 911312106 14,347 -87 -0.60 1,679 -2.89 1.0975
2019-10-21 2019-09-30 13F UPS - CL B COM 911312106 14,434 -875 -5.72 1,729 9.36 1.5520
2019-07-26 2019-06-30 13F UPS - CL B COM 911312106 15,309 227 1.51 1,581 -6.17 1.4571
2019-04-24 2019-03-31 13F UPS - CL B COM 911312106 15,082 -175 -1.15 1,685 13.24 1.5889
2019-01-28 2018-12-31 13F UPS - CL B COM 911312106 15,257 216 1.44 1,488 -15.26 1.5033
2018-10-25 2018-09-30 13F UPS - CL B COM 911312106 15,041 -1,190 -7.33 1,756 1.86 1.4998
2018-07-26 2018-06-30 13F UPS - CL B COM 911312106 16,231 -33 -0.20 1,724 1.29 1.3723
2018-04-23 2018-03-31 13F UPS - CL B COM 911312106 16,264 8,766 116.91 1,702 90.59 1.3837
2018-01-22 2017-12-31 13F UPS - CL B COM 911312106 7,498 0 0.00 893 -0.78 0.7499
2017-10-25 2017-09-30 13F UPS - CL B COM 911312106 7,498 -82 -1.08 900 7.40 0.7646
2017-07-24 2017-06-30 13F UPS - CL B COM 911312106 7,580 -118 -1.53 838 1.45 0.7509
2017-04-25 2017-03-31 13F UPS - CL B COM 911312106 7,698 3,873 101.25 826 88.58 0.7353
2017-01-25 2016-12-31 13F UNITED PARCEL SERVICE - CL B COM 911312106 3,825 -114 -2.89 438 1.62 0.3989
2016-10-25 2016-09-30 13F UNITED PARCEL SERVICE - CL B COM 911312106 3,939 0 0.00 431 1.65 0.4090
2016-07-25 2016-06-30 13F UNITED PARCEL SERVICE - CL B COM 911312106 3,939 -29 -0.73 424 1.19 0.3646
2016-04-25 2016-03-31 13F UNITED PARCEL SERVICE - CL B COM 911312106 3,968 160 4.20 419 14.48 0.3753
2016-01-26 2015-12-31 13F UNITED PARCEL SERVICE - CL B COM 911312106 3,808 0 0.00 366 -2.66 0.3404
2015-10-23 2015-09-30 13F UNITED PARCEL SERVICE - CL B COM 911312106 3,808 705 22.72 376 24.92 0.3761
2015-07-24 2015-06-30 13F UNITED PARCEL SERVICE - CL B COM 911312106 3,103 3,103 301 0.2816
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.