United Parcel Service, Inc.
IT ˙ BIT ˙ US9113121068
94,16 € ↑0,52 (0,56%)
2026-06-05
DEL PRIS
SecurityIT:1UPS / United Parcel Service, Inc.
InstitutionLiberty Wealth Management Llc
Latest Disclosed Ownership20,932 shares
Latest Disclosed Value $ 2,161,796
Liberty Wealth Management Llc reports 716.06% increase in ownership of 1UPS / United Parcel Service, Inc.

On May 12, 2026 - Liberty Wealth Management Llc filed a 13F-HR form disclosing ownership of 20,932 shares of United Parcel Service, Inc. (IT:1UPS) valued at $1,741,542 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 2,565 shares of United Parcel Service, Inc.. This represents a change in shares of 716.06% during the quarter. The current value of the position is $1,970,957 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 SVC CL B 911312106 20,932 18,367 716.06 2,162 750.79 0.2701
2026-02-04 2025-12-31 13F UNITED PARCEL SERVICE COM 911312106 2,565 3 0.12 254 19.25 0.0328
2025-10-31 2025-09-30 13F UNITED PARCEL SERVICE COM 911312106 2,562 -95 -3.58 214 -20.52 0.0301
2025-08-01 2025-06-30 13F UNITED PARCEL SERVICE COM 911312106 2,657 -4 -0.15 268 -8.22 0.0420
2025-05-12 2025-03-31 13F/A-1 UNITED PARCEL SERVICE COM 911312106 2,661 -469 -14.98 293 -25.89 0.0560
2025-05-09 2025-03-31 13F UNITED PARCEL SERVICE COM 911312106 4,513 1,383 291 0.0533
2025-02-10 2024-12-31 13F UNITED PARCEL SERVICE COM 911312106 3,130 -48 -1.51 395 -9.01 0.0658
2024-11-04 2024-09-30 13F UNITED PARCEL SERVICE CL B 911312106 3,178 -1,166 -26.84 433 0.0736
2024-08-07 2024-06-30 13F UNITED PARCEL SERVICE CL B 911312106 4,344 810 22.92 0 0.0851
2024-05-03 2024-03-31 13F UNITED PARCEL SERVICE CL B 911312106 3,534 -209 -5.58 1 0.1025
2024-02-09 2023-12-31 13F UNITED PARCEL SERVICE CL B 911312106 3,743 -110 -2.85 1 0.1312
2023-11-13 2023-09-30 13F UNITED PARCEL SERVICE CL B 911312106 3,853 -47 -1.21 1 -100.00 0.1493
2023-08-10 2023-06-30 13F UNITED PARCEL SERVICE CL B 911312106 3,900 -195 -4.76 699 -11.96 0.1727
2023-05-03 2023-03-31 13F UNITED PARCEL SERVICE CL B 911312106 4,095 -88 -2.10 794 17.63 0.1639
2022-11-15 2022-09-30 13F UNITED PARCEL SERVICE CL B 911312106 4,183 182 4.55 675 -7.53 0.1800
2022-08-15 2022-06-30 13F UNITED PARCEL SERVICE CL B 911312106 4,001 122 3.15 730 -12.26 0.2961
2022-05-09 2022-03-31 13F UNITED PARCEL SERVICE CL B 911312106 3,879 832 -2.23 0.3003
2022-02-15 2021-12-31 13F UNITED PARCEL SERVICE CL B 911312106 851 0.71 0.0369
2021-11-15 2021-09-30 13F UNITED PARCEL SERVICE CL B 911312106 4,534 715 18.72 845 6.42 0.3014
2021-08-13 2021-06-30 13F/A-1 UNITED PARCEL SERVICE CL B 911312106 3,819 1,253 48.83 794 98.00 0.3087
2021-08-13 2021-06-30 13F UNITED PARCEL SERVICE CL B 911312106 794,298 791,732 3,819 0.1165
2021-05-17 2021-03-31 13F UNITED PARCEL SERVICE CL B 911312106 2,566 0 0.00 401 0.00 0.1958
2021-02-09 2020-12-31 13F UNITED PARCEL SERVICE CL B 911312106 2,566 -647 -20.14 401 -25.05 0.1962
2020-11-05 2020-09-30 13F UNITED PARCEL SERVICE CL B 911312106 3,213 680 26.85 535 89.72 0.3154
2020-08-04 2020-06-30 13F UNITED PARCEL SVC INC CL B CL B 911312106 2,533 138 5.76 282 20.51 0.1984
2020-04-27 2020-03-31 13F UNITED PARCEL SVC INC CL B CL B 911312106 2,395 51 2.18 234 -14.60 0.2044
2020-02-05 2019-12-31 13F UNITED PARCEL SVC INC CL B CL B 911312106 2,344 -82 -3.38 274 -5.84 0.2159
2019-10-30 2019-09-30 13F UNITED PARCEL SVC INC CL B CL B 911312106 2,426 -801 -24.82 291 -12.61 0.2753
2019-07-30 2019-06-30 13F UNITED PARCEL SVC INC CL B CL B 911312106 3,227 1,005 45.23 333 34.27 0.2920
2019-04-18 2019-03-31 13F UNITED PARCEL SVC INC CL B CL B 911312106 2,222 -23 -1.02 248 13.24 0.1868
2019-03-26 2018-12-31 13F UNITED PARCEL SVC INC CL B CL B 911312106 2,245 2,245 219 0.1633
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.