United Parcel Service, Inc.
US ˙ NYSE ˙ US9113121068

SecurityUPS / United Parcel Service, Inc.
InstitutionGradient Investments LLC
Latest Disclosed Ownership135,704 shares
Latest Disclosed Value $ 13,350,543
Gradient Investments LLC reports 4.38% decrease in ownership of UPS / United Parcel Service, Inc.

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 135,704 shares of United Parcel Service, Inc. (US:UPS) valued at $13,350,560 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 141,914 shares of United Parcel Service, Inc.. This represents a change in shares of -4.38% during the quarter. The current value of the position is $14,729,312 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)
2026-04-13 2026-03-31 13F UNITED PARCEL SVCS CL B 911312106 135,704 -6,210 -4.38 13,351 -5.16 0.2068
2026-01-08 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 141,914 141,914 14,076 0.2234
2025-04-09 2025-03-31 13F UNITED PARCEL SERVICE CL B 911312106 0 -1,693 -100.00 0 -100.00
2025-01-21 2024-12-31 13F UNITED PARCEL SERVICE CL B 911312106 1,693 183 12.12 213 3.90 0.0043
2024-10-15 2024-09-30 13F UNITED PARCEL SERVICE CL B 911312106 1,510 14 0.94 206 0.49 0.0043
2024-07-18 2024-06-30 13F UNITED PARCEL SERVICE CL B 911312106 1,496 -737 -33.00 205 -38.37 0.0046
2024-04-23 2024-03-31 13F UNITED PARCEL SERVICE CL B 911312106 2,233 -94,672 -97.70 332 -97.83 0.0077
2024-01-18 2023-12-31 13F UNITED PARCEL SERVICE CL B 911312106 96,905 3,873 4.16 15,236 5.08 0.3684
2023-10-27 2023-09-30 13F UNITED PARCEL SERVICE CL B 911312106 93,032 -778 -0.83 14,501 -13.77 0.3827
2023-07-11 2023-06-30 13F UNITED PARCEL SERVICE CL B 911312106 93,810 5,975 6.80 16,816 -1.31 0.4330
2023-04-17 2023-03-31 13F UNITED PARCEL SERVICE CL B 911312106 87,835 3,867 4.61 17,039 16.73 0.4646
2023-01-10 2022-12-31 13F UNITED PARCEL SERVICE CL B 911312106 83,968 5,938 7.61 14,597 15.80 0.4601
2022-10-14 2022-09-30 13F UNITED PARCEL SERVICE CL B 911312106 78,030 3,871 5.22 12,605 -6.88 0.3856
2022-07-11 2022-06-30 13F UNITED PARCEL SERVICE CL B 911312106 74,159 7,540 11.32 13,537 -5.25 0.3952
2022-05-26 2022-03-31 13F UNITED PARCEL SERVICE CL B 911312106 66,619 1,633 2.51 14,287 2.57 0.3670
2022-01-12 2021-12-31 13F UNITED PARCEL SERVICE CL B 911312106 64,986 1,729 2.73 13,929 20.92 0.3531
2021-10-18 2021-09-30 13F UNITED PARCEL SERVICE CL B 911312106 63,257 353 0.56 11,519 -11.95 0.3227
2021-07-12 2021-06-30 13F UNITED PARCEL SERVICE CL B 911312106 62,904 -2,517 -3.85 13,082 17.63 0.3828
2021-04-21 2021-03-31 13F UNITED PARCEL SERVICE CL B 911312106 65,421 63,725 3,757.37 11,121 3,829.68 0.3616
2021-01-08 2020-12-31 13F UNITED PARCEL SERVICE CL B 911312106 1,696 -47 -2.70 283 -2.41 0.0120
2020-10-06 2020-09-30 13F UNITED PARCEL SERVICE CL B 911312106 1,743 -556 -24.18 290 13.28 0.0122
2020-07-10 2020-06-30 13F UNITED PARCEL SERVICE CL B 911312106 2,299 -91,191 -97.54 256 -97.07 0.0117
2020-04-07 2020-03-31 13F UNITED PARCEL SERVICE CL B 911312106 93,490 13,957 17.55 8,734 -6.19 0.4706
2020-01-15 2019-12-31 13F UNITED PARCEL SERVICE CL B 911312106 79,533 1,917 2.47 9,310 0.11 0.4146
2019-10-10 2019-09-30 13F UNITED PARCEL SERVICE CL B 911312106 77,616 -19,203 -19.83 9,300 -6.98 0.4556
2019-07-16 2019-06-30 13F UNITED PARCEL SERVICE CL B 911312106 96,819 23,983 32.93 9,998 22.84 0.5132
2019-04-11 2019-03-31 13F UNITED PARCEL SERVICE CL B 911312106 72,836 -10,403 -12.50 8,139 0.26 0.5263
2019-01-18 2018-12-31 13F UNITED PARCEL SERVICE CL B 911312106 83,239 19 0.02 8,118 -16.45 0.4871
2018-10-11 2018-09-30 13F UNITED PARCEL SERVICE CL B 911312106 83,220 3,308 4.14 9,716 14.45 0.4983
2018-08-09 2018-06-30 13F UNITED PARCEL SERVICE CL B 911312106 79,912 2,760 3.58 8,489 5.13 0.4533
2018-04-10 2018-03-31 13F UNITED PARCEL SERVICE CL B 911312106 77,152 11,588 17.67 8,075 3.37 0.4372
2018-02-07 2017-12-31 13F UNITED PARCEL SERVICE CL B 911312106 65,564 3,834 6.21 7,812 5.38 0.4513
2017-10-16 2017-09-30 13F UNITED PARCEL SERVICE CL B 911312106 61,730 2,841 4.82 7,413 13.82 0.4736
2017-07-19 2017-06-30 13F UNITED PARCEL SERVICE CL B 911312106 58,889 1,974 3.47 6,513 6.65 0.4569
2017-04-11 2017-03-31 13F UNITED PARCEL SERVICE CL B 911312106 56,915 6,930 13.86 6,107 6.58 0.4672
2017-01-17 2016-12-31 13F UNITED PARCEL SERVICE CL B 911312106 49,985 3,883 8.42 5,730 13.65 0.5021
2016-10-11 2016-09-30 13F UNITED PARCEL SERVICE CL B 911312106 46,102 2,836 6.55 5,042 8.17 0.4954
2016-07-14 2016-06-30 13F UNITED PARCEL SERVICE CL B 911312106 43,266 3,555 8.95 4,661 11.29 0.5046
2016-04-13 2016-03-31 13F UNITED PARCEL SERVICE CL B 911312106 39,711 3,204 8.78 4,188 19.21 0.5169
2016-01-19 2015-12-31 13F UNITED PARCEL SERVICE CL B 911312106 36,507 1,172 3.32 3,513 0.75 0.4684
2015-10-14 2015-09-30 13F UNITED PARCEL SERVICE CL B 911312106 35,335 -2,125 -5.67 3,487 -3.94 0.4948
2015-08-25 2015-06-30 13F UNITED PARCEL SERVICE CL B 911312106 37,460 2,485 7.11 3,630 7.05 0.4971
2015-04-10 2015-03-31 13F UNITED PARCEL SERVICE CL B 911312106 34,975 34,769 16,878.16 3,391 14,643.48 0.5068
2015-01-15 2014-12-31 13F UNITED PARCEL SERVICE CL B 911312106 206 0 0.00 23 15.00 0.0038
2014-10-14 2014-09-30 13F UNITED PARCEL SERVICE CL B 911312106 206 0 0.00 20 -4.76 0.0036
2014-07-11 2014-06-30 13F UNITED PARCEL SERVICE CL B 911312106 206 200 3,333.33 21 2,000.00 0.0101
2014-01-13 2013-12-31 13F UNITED PARCEL SERVICE CL B 911312106 6 6 -79.31 1 -66.67 0.0003
2013-10-15 2013-09-30 13F UNITED PARCEL SERVICE CL B 911312106 0 -29 -100.00 0 -100.00
2013-07-19 2013-06-30 13F UNITED PARCEL SERVICE CL B 911312106 29 29 3 0.0011
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.