United Parcel Service, Inc.
US ˙ NYSE ˙ US9113121068

SecurityUPS / United Parcel Service, Inc.
InstitutionCertified Advisory Corp
Latest Disclosed Ownership2,116 shares
Latest Disclosed Value $ 208,134
Certified Advisory Corp reports 0.95% increase in ownership of UPS / United Parcel Service, Inc.

On April 17, 2026 - Certified Advisory Corp filed a 13F-HR form disclosing ownership of 2,116 shares of United Parcel Service, Inc. (US:UPS) valued at $208,172 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 2,096 shares of United Parcel Service, Inc.. This represents a change in shares of 0.95% during the quarter. The current value of the position is $229,946 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)
2026-04-17 2026-03-31 13F UNITED PARCEL SVCS CL B 911312106 2,116 20 0.95 208 0.48 0.0187
2026-01-12 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 2,096 2,096 208 0.0189
2025-11-13 2025-09-30 13F UNITED PARCEL SERVICE CL B 911312106 0 -2,061 -100.00 0 -100.00
2025-08-14 2025-06-30 13F UNITED PARCEL SERVICE CL B 911312106 2,061 70 3.52 208 -5.02 0.0216
2025-05-08 2025-03-31 13F UNITED PARCEL SERVICE CL B 911312106 1,991 15 0.76 219 -12.05 0.0248
2025-01-15 2024-12-31 13F UNITED PARCEL SERVICE CL B 911312106 1,976 -16 -0.80 249 -8.12 0.0270
2024-11-12 2024-09-30 13F UNITED PARCEL SERVICE CL B 911312106 1,992 -92 -4.41 272 -4.91 0.0301
2024-08-13 2024-06-30 13F UNITED PARCEL SERVICE Stock 911312106 2,084 128 6.54 285 -1.72 0.0358
2024-05-10 2024-03-31 13F UNITED PARCEL SERVICE Stock 911312106 1,956 33 1.72 291 -3.97 0.0406
2024-02-09 2023-12-31 13F UNITED PARCEL SERVICE Stock 911312106 1,923 -21,132 -91.66 302 -24.69 0.0459
2023-11-13 2023-09-30 13F UNITED PARCEL SERVICE Stock 911312106 23,055 20,632 851.51 401 -7.60 0.0738
2023-08-14 2023-06-30 13F UNITED PARCEL SERVICE Stock 911312106 2,423 -116 -4.57 434 -11.79 0.0799
2023-05-17 2023-03-31 13F/A-1 UNITED PARCEL SERVICE Stock 911312106 2,539 539 26.95 493 41.79 0.0876
2023-05-15 2023-03-31 13F UNITED PARCEL SERVICE Stock 911312106 2,539 539 493 0.0875
2023-02-15 2022-12-31 13F UNITED PARCEL SERVICE Stock 911312106 2,000 118 6.27 348 14.14 0.0687
2022-11-14 2022-09-30 13F UNITED PARCEL SERVICE CL B 911312106 1,882 140 8.04 304 -4.40 0.0694
2022-08-15 2022-06-30 13F UNITED PARCEL SERVICE CL B 911312106 1,742 3 0.17 318 -14.75 0.0709
2022-05-13 2022-03-31 13F UNITED PARCEL SERVICE Stock 911312106 1,739 2 0.12 373 0.27 0.0793
2022-02-14 2021-12-31 13F UNITED PARCEL SERVICE Stock 911312106 1,737 1 0.06 372 17.72 0.0821
2021-11-15 2021-09-30 13F UNITED PARCEL SERVICE Stock 911312106 1,736 16 0.93 316 -11.73 0.0768
2021-08-16 2021-06-30 13F UNITED PARCEL SERVICE Stock 911312106 1,720 28 1.65 358 24.31 0.0900
2021-05-10 2021-03-31 13F UNITED PARCEL SERVICE Stock 911312106 1,692 124 7.91 288 65.52 0.0747
2020-07-27 2020-06-30 13F UNITED PARCEL SERVICE Stock 911312106 1,568 3 0.19 174 19.18 0.0576
2020-04-27 2020-03-31 13F UNITED PARCEL SERVICE Stock 911312106 1,565 3 0.19 146 -20.22 0.0577
2020-01-29 2019-12-31 13F UNITED PARCEL SERVICE Stock 911312106 1,562 26 1.69 183 -0.54 0.0585
2019-11-12 2019-09-30 13F UNITED PARCEL SERVICE Stock 911312106 1,536 2 0.13 184 16.46 0.0639
2019-08-07 2019-06-30 13F UNITED PARCEL SERVICE Stock 911312106 1,534 -90 -5.54 158 -12.71 0.0587
2019-05-07 2019-03-31 13F UNITED PARCEL SERVICE Stock 911312106 1,624 727 81.05 181 108.05 0.0760
2019-02-04 2018-12-31 13F UNITED PARCEL SERVICE Stock 911312106 897 2 0.22 87 -17.14 0.0451
2018-11-13 2018-09-30 13F UNITED PARCEL SERVICE Stock 911312106 895 1 0.11 105 10.53 0.0486
2018-08-13 2018-06-30 13F UNITED PARCEL SERVICE COM 911312106 894 2 0.22 95 2.15 0.0528
2018-04-30 2018-03-31 13F UNITED PARCEL SERVICE CL B 911312106 892 702 369.47 93 322.73 0.0551
2018-02-22 2017-12-31 13F UNITED PARCEL SERVICE CL B 911312106 190 190 22 0.0158
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.