United Parcel Service, Inc.
IT ˙ BIT ˙ US9113121068
94,16 € ↑0,52 (0,56%)
2026-06-05
DEL PRIS
SecurityIT:1UPS / United Parcel Service, Inc.
InstitutionIAG Wealth Partners, LLC
Latest Disclosed Ownership640 shares
Latest Disclosed Value $ 62,963
IAG Wealth Partners, LLC reports 45.16% decrease in ownership of 1UPS / United Parcel Service, Inc.

On April 29, 2026 - IAG Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 640 shares of United Parcel Service, Inc. (IT:1UPS) valued at $53,248 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,167 shares of United Parcel Service, Inc.. This represents a change in shares of -45.16% during the quarter. The current value of the position is $60,262 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)
2026-04-29 2026-03-31 13F UNITED PARCEL Common Stock 911312106 640 -527 -45.16 63 -46.09 0.0070
2026-02-10 2025-12-31 13F UNITED PARCEL Common Stock 911312106 1,167 9 0.78 116 19.79 0.0134
2025-11-12 2025-09-30 13F UNITED PARCEL Common Stock 911312106 1,158 10 0.87 97 -16.52 0.0116
2025-08-13 2025-06-30 13F UNITED PARCEL Common Stock 911312106 1,148 8 0.70 116 -8.00 0.0153
2025-04-16 2025-03-31 13F UNITED PARCEL Common Stock 911312106 1,140 500 78.12 125 56.25 0.0195
2025-02-10 2024-12-31 13F UNITED PARCEL Common Stock 911312106 640 0 0.00 81 -8.05 0.0142
2024-10-29 2024-09-30 13F UNITED PARCEL Common Stock 911312106 640 0 0.00 87 0.00 0.0161
2024-07-16 2024-06-30 13F UNITED PARCEL Common Stock 911312106 640 -234 -26.77 88 -32.56 0.0176
2024-04-24 2024-03-31 13F UNITED PARCEL Common Stock 911312106 874 234 36.56 130 29.00 0.0279
2024-02-02 2023-12-31 13F UNITED PARCEL Common Stock 911312106 640 0 0.00 101 1.01 0.0230
2023-10-24 2023-09-30 13F UNITED PARCEL Common Stock 911312106 640 0 0.00 100 -13.16 0.0278
2023-08-10 2023-06-30 13F UNITED PARCEL Common Stock 911312106 640 0 0.00 115 -8.06 0.0303
2023-04-25 2023-03-31 13F UNITED PARCEL Common Stock 911312106 640 0 0.00 124 11.71 0.0344
2023-02-08 2022-12-31 13F UNITED PARCEL Common Stock 911312106 640 -15 -2.29 111 4.72 0.0328
2022-10-26 2022-09-30 13F UNITED PARCEL Common Stock 911312106 655 -5 -0.76 106 -11.67 0.0352
2022-08-03 2022-06-30 13F UNITED PARCEL Common Stock 911312106 660 -5 -0.75 120 -16.08 0.0393
2022-05-04 2022-03-31 13F UNITED PARCEL Common Stock 911312106 665 25 3.91 143 4.38 0.0450
2022-02-14 2021-12-31 13F UNITED PARCEL Common Stock 911312106 640 0 0.00 137 17.09 0.0439
2021-11-04 2021-09-30 13F UNITED PARCEL Common Stock 911312106 640 0 0.00 117 -12.69 0.0416
2021-08-04 2021-06-30 13F UNITED PARCEL Common Stock 911312106 640 -27 -4.05 134 17.54 0.0481
2021-04-29 2021-03-31 13F UNITED PARCEL Common Stock 911312106 667 0 0.00 114 0.88 0.0435
2021-02-11 2020-12-31 13F UNITED PARCEL Common Stock 911312106 667 0 0.00 113 0.89 0.0461
2021-02-11 2020-09-30 13F UNITED PARCEL Common Stock 911312106 667 0 0.00 112 49.33 0.0517
2021-02-11 2020-06-30 13F UNITED PARCEL Common Stock 911312106 667 0 0.00 75 19.05 0.0364
2021-02-11 2020-03-31 13F UNITED PARCEL Common Stock 911312106 667 0 0.00 63 -20.25 0.0420
2021-02-11 2019-12-31 13F UNITED PARCEL Common Stock 911312106 667 667 79 0.0516
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.