United Parcel Service, Inc.
IT ˙ BIT ˙ US9113121068
94,16 € ↑0,52 (0,56%)
2026-06-05
DEL PRIS
SecurityIT:1UPS / United Parcel Service, Inc.
InstitutionIndependent Advisor Alliance
Latest Disclosed Ownership66,827 shares
Latest Disclosed Value $ 6,574,489
Independent Advisor Alliance reports 1.92% increase in ownership of 1UPS / United Parcel Service, Inc.

On May 12, 2026 - Independent Advisor Alliance filed a 13F-HR form disclosing ownership of 66,827 shares of United Parcel Service, Inc. (IT:1UPS) valued at $5,560,006 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 65,569 shares of United Parcel Service, Inc.. This represents a change in shares of 1.92% during the quarter. The current value of the position is $6,292,430 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)
2026-05-12 2026-03-31 13F UNITED PARCEL SVCS CL B 911312106 66,827 1,258 1.92 6,574 1.09 0.0400
2026-02-04 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 65,569 1,272 1.98 6,504 21.10 0.1580
2025-11-04 2025-09-30 13F UNITED PARCEL SERVICE CL B 911312106 64,297 22,380 53.39 5,371 26.92 0.1396
2025-08-11 2025-06-30 13F UNITED PARCEL SERVICE CL B 911312106 41,917 2,530 6.42 4,231 -2.33 0.1220
2025-05-12 2025-03-31 13F UNITED PARCEL SERVICE CL B 911312106 39,387 -6,871 -14.85 4,332 -25.73 0.1431
2025-02-07 2024-12-31 13F UNITED PARCEL SERVICE CL B 911312106 46,258 7,821 20.35 5,833 11.32 0.0773
2024-11-13 2024-09-30 13F UNITED PARCEL SERVICE CL B 911312106 38,437 -7,788 -16.85 5,240 -17.15 0.1907
2024-08-12 2024-06-30 13F UNITED PARCEL SERVICE CL B 911312106 46,225 -17,275 -27.20 6,326 -32.98 0.2166
2024-05-08 2024-03-31 13F UNITED PARCEL SERVICE CL B 911312106 63,500 -3,583 -5.34 9,438 -10.52 0.3407
2024-02-08 2023-12-31 13F UNITED PARCEL SERVICE CL B 911312106 67,083 -1,115 -1.63 10,547 -0.78 0.3799
2023-10-24 2023-09-30 13F UNITED PARCEL SERVICE CL B 911312106 68,198 -1,890 -2.70 10,630 -15.39 0.4808
2023-07-28 2023-06-30 13F UNITED PARCEL SERVICE CL B 911312106 70,088 -3,691 -5.00 12,563 -12.22 0.5535
2023-05-12 2023-03-31 13F UNITED PARCEL SERVICE CL B 911312106 73,779 53 0.07 14,312 11,081.25 0.6900
2023-02-13 2022-12-31 13F UNITED PARCEL SERVICE CL B 911312106 73,726 -6,081 -7.62 128 -99.01 0.0044
2022-11-04 2022-09-30 13F UNITED PARCEL SERVICE CL B 911312106 79,807 -1,617 -1.99 12,892 -13.26 0.7518
2022-08-04 2022-06-30 13F UNITED PARCEL SERVICE CL B 911312106 81,424 -6,991 -7.91 14,863 -21.62 0.8299
2022-05-06 2022-03-31 13F UNITED PARCEL SERVICE CL B 911312106 88,415 15,957 22.02 18,962 22.09 0.9127
2022-02-11 2021-12-31 13F UNITED PARCEL SERVICE CL B 911312106 72,458 -815 -1.11 15,531 16.40 0.7661
2021-11-01 2021-09-30 13F UNITED PARCEL SERVICE CL B 911312106 73,273 2,841 4.03 13,343 -8.90 0.7419
2021-08-12 2021-06-30 13F UNITED PARCEL SERVICE CL B 911312106 70,432 -1,712 -2.37 14,647 19.43 0.8026
2021-05-14 2021-03-31 13F UNITED PARCEL SERVICE CL B 911312106 72,144 5,851 8.83 12,264 9.85 0.7273
2021-02-11 2020-12-31 13F UNITED PARCEL SERVICE CL B 911312106 66,293 3,986 6.40 11,164 7.53 0.7576
2020-11-04 2020-09-30 13F UNITED PARCEL SERVICE CL B 911312106 62,307 31,195 100.27 10,382 200.14 0.7879
2020-08-06 2020-06-30 13F UNITED PARCEL SERVICE CL B 911312106 31,112 158 0.51 3,459 19.61 0.3701
2020-05-14 2020-03-31 13F UNITED PARCEL SERVICE CL B 911312106 30,954 -2,711 -8.05 2,892 -26.62 0.4208
2020-02-07 2019-12-31 13F UNITED PARCEL SERVICE CL B 911312106 33,665 2,817 9.13 3,941 6.40 0.1719
2019-11-12 2019-09-30 13F UNITED PARCEL SERVICE CL B 911312106 30,848 1,348 4.57 3,704 29.87 0.4524
2019-08-12 2019-06-30 13F UNITED PARCEL SERVICE CL B 911312106 29,500 644 2.23 2,852 -11.54 0.4127
2019-05-07 2019-03-31 13F UNITED PARCEL SERVICE CL B 911312106 28,856 2,060 7.69 3,224 23.38 0.4534
2019-02-12 2018-12-31 13F UNITED PARCEL SERVICE CL B 911312106 26,796 192 0.72 2,613 -10.73 0.4626
2018-11-13 2018-09-30 13F UNITED PARCEL SERVICE CL B 911312106 26,604 1,402 5.56 2,927 15.87 0.5270
2018-08-08 2018-06-30 13F UNITED PARCEL SERVICE CL B 911312106 25,202 1,707 7.27 2,526 3.52 0.5256
2018-05-15 2018-03-31 13F UNITED PARCEL SERVICE CL B 911312106 23,495 1,157 5.18 2,440 -15.42 0.5439
2018-02-14 2017-12-31 13F UNITED PARCEL SERVICE CL B 911312106 22,338 1,844 9.00 2,885 20.16 0.6445
2017-11-15 2017-09-30 13F UNITED PARCEL SERVICE CL B 911312106 20,494 942 4.82 2,401 11.42 0.6600
2017-08-14 2017-06-30 13F UNITED PARCEL SERVICE CL B 911312106 19,552 -549 -2.73 2,155 0.42 0.6863
2017-05-09 2017-03-31 13F UNITED PARCEL SERVICE CL B 911312106 20,101 2,084 11.57 2,146 3.62 0.3401
2017-05-19 2016-12-31 13F/A-1 UNITED PARCEL SERVICE CL B 911312106 18,017 18,017 2,071 0.8878
2017-02-15 2016-12-31 13F UNITED PARCEL Common Stock 911312106 18,017 2,071 0.8068
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.