United Parcel Service, Inc.
US ˙ NYSE ˙ US9113121068

SecurityUPS / United Parcel Service, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership46,335 shares
Latest Disclosed Value $ 4,558,437
IFP Advisors, Inc reports 3.25% increase in ownership of UPS / United Parcel Service, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 46,335 shares of United Parcel Service, Inc. (US:UPS) valued at $4,558,437 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 44,878 shares of United Parcel Service, Inc.. This represents a change in shares of 3.25% during the quarter. The current value of the position is $5,035,224 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 cs 911312106 46,335 1,457 3.25 4,558 2.40 0.0945
2026-02-06 2025-12-31 13F UNITED PARCEL SERVICE cs 911312106 44,878 6,204 16.04 4,451 37.80 0.0999
2026-02-06 2025-09-30 13F/A-1 UNITED PARCEL SERVICE cs 911312106 38,674 8,695 29.00 3,230 6.74 0.0839
2025-12-02 2025-09-30 13F UNITED PARCEL SERVICE cs 911312106 38,678 8,699 3,235 0.0834
2025-07-24 2025-06-30 13F UNITED PARCEL SERVICE cs 911312106 29,979 21,475 252.53 3,026 223.64 0.0860
2025-05-05 2025-03-31 13F UNITED PARCEL SERVICE cs 911312106 8,504 571 7.20 935 -6.50 0.0288
2025-02-04 2024-12-31 13F UNITED PARCEL SERVICE cs 911312106 7,933 5,791 270.35 1,000 -3.01 0.0328
2025-02-04 2024-09-30 13F UNITED PARCEL SERVICE cs 911312106 2,142 -2,939 -57.84 1,031 -3.82 0.0372
2024-07-30 2024-06-30 13F UNITED PARCEL SERVICE cs 911312106 5,081 -2,050 -28.75 1,073 1.13 0.0426
2024-07-30 2024-03-31 13F UNITED PARCEL SERVICE cs 911312106 7,131 232 3.36 1,060 -2.21 0.0465
2024-01-09 2023-12-31 13F UNITED PARCEL SERVICE cs 911312106 6,899 572 9.04 1,085 9.94 0.0512
2023-10-12 2023-09-30 13F UNITED PARCEL SERVICE cs 911312106 6,327 -2,854 -31.09 986 -40.06 0.0443
2023-08-14 2023-06-30 13F/A-1 UNITED PARCEL SERVICE cs 911312106 9,181 -666 -6.76 1,645 42.55 0.0688
2023-08-04 2023-06-30 13F UNITED PARCEL SERVICE cs 911312106 9,181 -666 1,076 0.0498
2023-04-18 2023-03-31 13F UNITED PARCEL SERVICE cs 911312106 9,847 -8,478 -46.26 1,155 57,600.00 0.0503
2023-02-07 2022-12-31 13F UNITED PARCEL SERVICE cs 911312106 18,325 -1,599 -8.03 2 -99.92 0.0581
2022-11-08 2022-09-30 13F UNITED PARCEL SERVICE cs 911312106 19,924 1,058 5.61 2,449 5.93 0.0638
2022-09-06 2022-06-30 13F/A-1 UNITED PARCEL SERVICE cs 911312106 18,866 0 0.00 2,312 0.00 0.0741
2022-09-06 2022-03-31 13F/A-1 UNITED PARCEL SERVICE cs 911312106 18,866 16,684 764.62 2,312 394.02 0.0741
2022-08-08 2022-03-31 13F UNITED PARCEL SERVIC CL A Stock 911312205 2,182 0 259 0.0053
2022-08-08 2022-03-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 11,718 1,398
2022-01-12 2021-12-31 13F UNITED PARCEL SERVIC CL A Stock 911312205 2,182 0 0.00 468 17.88 0.0091
2022-01-12 2021-12-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 11,695 2,515
2021-10-06 2021-09-30 13F UNITED PARCEL SERVIC CL A Stock 911312205 2,182 0 0.00 397 -12.56 0.0079
2021-10-06 2021-09-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 11,753 2,320 2,138 0.0428
2021-07-13 2021-06-30 13F UNITED PARCEL SERVIC CL A Stock 911312205 2,182 0 0.00 454 22.37 0.0094
2021-07-13 2021-06-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 9,433 -18 1,947 0.0403
2021-04-30 2021-03-31 13F UNITED PARCEL SERVIC CL A Stock 911312205 2,182 0 0.00 371 1.09 0.0072
2021-04-30 2021-03-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 9,451 -1,167 1,609 0.0313
2021-01-25 2020-12-31 13F UNITED PARCEL SERVIC CL A Stock 911312205 2,182 0 0.00 367 0.82 0.0149
2021-01-25 2020-12-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 10,618 837 1,799 0.0729
2020-10-29 2020-09-30 13F UNITED PARCEL SERVIC CL A Stock 911312205 2,182 -5,053 -69.84 364 -54.33 0.0217
2020-10-29 2020-09-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 9,781 2,546 1,617 0.0965
2020-08-05 2020-06-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 7,235 1,035 16.69 797 29.80 0.0632
2020-05-12 2020-03-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 6,200 277 4.68 614 -12.41 0.0620
2020-01-17 2019-12-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 5,923 10 0.17 701 0.14 0.0527
2019-11-07 2019-09-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 5,913 1,780 43.07 700 52.17 0.0469
2019-05-15 2019-03-31 13F UNITED PARCEL SERVICEINC CL B Stock 911312106 4,133 -4,295 -50.96 460 -43.49 0.0628
2019-06-03 2018-12-31 13F/A-10 UNITED PARCEL SERVICE Stock 911312106 8,428 -5,970 -41.46 814 -51.58 0.0496
2019-01-23 2018-12-31 13F UNITED PARCEL SERVICE Stock 911312106 8,428 -5,970 814 0.0496
2019-06-03 2018-09-30 13F/A-9 UNITED PARCEL SERVICE Stock 911312106 14,398 -1,331 -8.46 1,681 0.60 0.0685
2018-10-25 2018-09-30 13F UNITED PARCEL SERVICE Stock 911312106 14,398 -1,331 1,681 0.0685
2019-06-03 2018-06-30 13F/A-8 UNITED PARCEL SERVICE Stock 911312106 15,729 1,132 7.76 1,671 -3.91 0.0703
2018-08-07 2018-06-30 13F UNITED PARCEL SERVICE Stock 911312106 15,729 331 1,671
2019-06-03 2018-03-31 13F/A-7 UNITED PARCEL SERVICE INC CL B Stock 911312106 14,597 0 0.00 1,739 0.00 0.0788
2018-05-09 2018-03-31 13F UNITED PARCEL SERVICE Stock 911312106 15,398 801 1,612
2019-06-03 2017-12-31 13F/A-6 UNITED PARCEL SERVICE INC CL B Stock 911312106 14,597 -25,175 -63.30 1,739 -63.59 0.0788
2018-01-24 2017-12-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 14,597 -25,175 1,739
2017-10-30 2017-09-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 39,772 -216 -0.54 4,776 8.01 0.1896
2019-06-03 2017-06-30 13F/A-5 UNITED PARCEL SERVICE INC CL B Stock 911312106 39,988 1,430 3.71 4,422 6.89 0.1875
2017-07-31 2017-06-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 39,988 1,430 4,422
2019-06-03 2017-03-31 13F/A-4 UNITED PARCEL SERVICE INC CL B Stock 911312106 38,558 3,560 10.17 4,137 3.12 0.1802
2017-04-26 2017-03-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 38,558 3,560 4,137
2019-06-03 2016-12-31 13F/A-3 UNITED PARCEL SERVICE INC CL B Stock 911312106 34,998 -1,360 -3.74 4,012 0.91 0.1936
2017-02-14 2016-12-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 34,998 -1,360 4,012
2016-11-04 2016-09-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 36,358 462 1.29 3,976 2.82 0.2067
2019-06-03 2016-06-30 13F/A-2 UNITED PARCEL SERVICE INC CL B Stock 911312106 35,896 31,763 768.52 3,867 740.65 0.2159
2016-08-22 2016-06-30 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 35,896 31,763 3,867
2019-06-03 2016-03-31 13F/A-1 UNITED PARCEL SERVICEINC CL B Stock 911312106 4,133 -31,615 -88.44 460 -86.63 0.0628
2016-05-02 2016-03-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 35,596 -152 3,754
2016-02-11 2015-12-31 13F UNITED PARCEL SERVICE INC CL B Stock 911312106 35,748 35,748 3,440 0.2309
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.