United Parcel Service, Inc.
US ˙ NYSE ˙ US9113121068

SecurityUPS / United Parcel Service, Inc.
InstitutionNaples Global Advisors, Llc
Latest Disclosed Ownership37,768 shares
Latest Disclosed Value $ 3,715,596
Naples Global Advisors, Llc reports 1.40% decrease in ownership of UPS / United Parcel Service, Inc.

On April 20, 2026 - Naples Global Advisors, Llc filed a 13F-HR form disclosing ownership of 37,768 shares of United Parcel Service, Inc. (US:UPS) valued at $3,715,616 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 38,304 shares of United Parcel Service, Inc.. This represents a change in shares of -1.40% during the quarter. The current value of the position is $4,099,339 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)
2026-04-20 2026-03-31 13F UNITED PARCEL SVCS CL B 911312106 37,768 -536 -1.40 3,716 -2.21 0.2711
2026-02-04 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 38,304 -3,803 -9.03 3,799 8.02 0.2839
2025-10-30 2025-09-30 13F UNITED PARCEL SERVICE CL B 911312106 42,107 -5,061 -10.73 3,517 -26.13 0.2739
2025-07-18 2025-06-30 13F UNITED PARCEL SERVICE CL B 911312106 47,168 -2,724 -5.46 4,761 -13.23 0.4097
2025-04-10 2025-03-31 13F UNITED PARCEL SERVICE CL B 911312106 49,892 2,094 4.38 5,488 -8.96 0.5214
2025-01-29 2024-12-31 13F UNITED PARCEL SERVICE CL B 911312106 47,798 1,227 2.63 6,027 -5.07 0.5638
2024-10-24 2024-09-30 13F UNITED PARCEL SERVICE CL B 911312106 46,571 1,507 3.34 6,349 2.95 0.5903
2024-07-18 2024-06-30 13F UNITED PARCEL SERVICE CL B 911312106 45,064 1,655 3.81 6,167 -4.40 0.6188
2024-04-29 2024-03-31 13F UNITED PARCEL SERVICE CL B 911312106 43,409 611 1.43 6,452 -4.13 0.6604
2024-01-11 2023-12-31 13F UNITED PARCEL SERVICE CL B 911312106 42,798 4,479 11.69 6,729 12.68 0.7400
2023-10-16 2023-09-30 13F UNITED PARCEL SERVICE CL B 911312106 38,319 904 2.42 5,973 -10.95 0.7238
2023-07-17 2023-06-30 13F UNITED PARCEL SERVICE CL B 911312106 37,415 236 0.63 6,707 -7.02 0.7867
2023-04-17 2023-03-31 13F UNITED PARCEL SERVICE CL B 911312106 37,179 -93 -0.25 7,212 11.31 0.8992
2023-04-17 2022-12-31 13F/A-1 UNITED PARCEL SERVICE CL B 911312106 37,272 701 1.92 6,479 9.66 0.8234
2023-01-20 2022-12-31 13F UNITED PARCEL SERVICE CL B 911312106 37,272 701 6,479 0.0008
2022-10-20 2022-09-30 13F UNITED PARCEL SERVICE CL B 911312106 36,571 1,280 3.63 5,908 -8.29 0.8131
2022-08-11 2022-06-30 13F UNITED PARCEL SERVICE CL B 911312106 35,291 3,137 9.76 6,442 -6.58 0.8360
2022-04-28 2022-03-31 13F UNITED PARCEL SERVICE CL B 911312106 32,154 409 1.29 6,896 1.35 0.7962
2022-02-04 2021-12-31 13F UNITED PARCEL SERVICE CL B 911312106 31,745 414 1.32 6,804 19.26 0.7885
2021-10-29 2021-09-30 13F/A-1 UNITED PARCEL SERVICE CL B 911312106 31,331 1,276 4.25 5,705 -8.73 0.7493
2021-10-25 2021-09-30 13F UNITED PARCEL SERVICE CL B 911312106 31,331 1,276 5,705 0.7457
2021-08-06 2021-06-30 13F UNITED PARCEL SERVICE CL B 911312106 30,055 313 1.05 6,251 23.64 0.8692
2021-05-10 2021-03-31 13F UNITED PARCEL SERVICE CL B 911312106 29,742 699 2.41 5,056 3.37 0.7684
2021-02-08 2020-12-31 13F UNITED PARCEL SERVICE CL B 911312106 29,043 -56 -0.19 4,891 0.87 0.8270
2020-10-26 2020-09-30 13F UNITED PARCEL SERVICE CL B 911312106 29,099 -236 -0.80 4,849 48.70 0.9452
2020-08-04 2020-06-30 13F UNITED PARCEL SERVICE CL B 911312106 29,335 1,396 5.00 3,261 24.94 0.7026
2020-04-27 2020-03-31 13F UNITED PARCEL SERVICE CL B 911312106 27,939 3,056 12.28 2,610 -10.40 0.6840
2020-02-05 2019-12-31 13F United Parcel Service CL B 911312106 24,883 490 2.01 2,913 -0.34 0.6116
2019-10-28 2019-09-30 13F United Parcel Service CL B 911312106 24,393 655 2.76 2,923 19.26 0.6827
2019-07-10 2019-06-30 13F United Parcel Service CL B 911312106 23,738 1,750 7.96 2,451 -0.24 0.5963
2019-04-29 2019-03-31 13F United Parcel Service CL B 911312106 21,988 520 2.42 2,457 15.73 0.6281
2019-02-01 2018-12-31 13F United Parcel Service CL B 911312106 21,468 1,599 8.05 2,123 -8.49 0.6042
2018-11-13 2018-09-30 13F/A-1 United Parcel Service CL B 911312106 19,869 164 0.83 2,320 10.85 0.6156
2018-11-13 2018-09-30 13F United Parcel Service CL B 911312106 19,705 0 2,093
2018-07-23 2018-06-30 13F United Parcel Service CL B 911312106 19,705 1,271 6.89 2,093 8.50 0.5896
2018-04-17 2018-03-31 13F United Parcel Service CL B 911312106 18,434 1,392 8.17 1,929 -5.02 0.5723
2018-01-19 2017-12-31 13F United Parcel Service CL B 911312106 17,042 1,741 11.38 2,031 10.50 0.5997
2017-10-16 2017-09-30 13F United Parcel Service CL B 911312106 15,301 151 1.00 1,838 9.73 0.6136
2017-07-25 2017-06-30 13F United Parcel Service CL B 911312106 15,150 696 4.82 1,675 7.99 0.5941
2017-04-21 2017-03-31 13F United Parcel Service CL B 911312106 14,454 2,640 22.35 1,551 14.55 0.5566
2017-01-30 2016-12-31 13F United Parcel Service CL B 911312106 11,814 193 1.66 1,354 6.53 0.5272
2016-10-11 2016-09-30 13F United Parcel Service CL B 911312106 11,621 758 6.98 1,271 8.63 0.4970
2016-07-13 2016-06-30 13F United Parcel Service CL B 911312106 10,863 2,326 27.25 1,170 30.00 0.4789
2016-04-13 2016-03-31 13F United Parcel Service CL B 911312106 8,537 491 6.10 900 16.28 0.3771
2016-01-25 2015-12-31 13F United Parcel Service CL B 911312106 8,046 1,005 14.27 774 11.37 0.3750
2015-10-14 2015-09-30 13F United Parcel Service CL B 911312106 7,041 616 9.59 695 11.56 0.3571
2015-07-27 2015-06-30 13F United Parcel Service CL B 911312106 6,425 1,067 19.91 623 20.04 0.2990
2015-04-15 2015-03-31 13F United Parcel Service CL B 911312106 5,358 433 8.79 519 -5.29 0.2467
2015-01-22 2014-12-31 13F United Parcel Service CL B 911312106 4,925 726 17.29 548 32.69 0.2899
2014-10-16 2014-09-30 13F United Parcel Service CL B 911312106 4,199 0 0.00 413 -4.18 0.2434
2014-07-14 2014-06-30 13F United Parcel Service CL B 911312106 4,199 51 1.23 431 6.68 0.2556
2014-04-07 2014-03-31 13F United Parcel Service CL B 911312106 4,148 1,231 42.20 404 31.60 0.2471
2014-01-16 2013-12-31 13F United Parcel Service CL B 911312106 2,917 2,917 307 0.2047
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.