United Parcel Service, Inc.
US ˙ NYSE ˙ US9113121068

SecurityUPS / United Parcel Service, Inc.
InstitutionRsm Us Wealth Management Llc
Latest Disclosed Ownership154,212 shares
Latest Disclosed Value $ 15,171,370
Rsm Us Wealth Management Llc reports 0.08% decrease in ownership of UPS / United Parcel Service, Inc.

On May 12, 2026 - Rsm Us Wealth Management Llc filed a 13F-HR form disclosing ownership of 154,212 shares of United Parcel Service, Inc. (US:UPS) valued at $15,171,377 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 154,328 shares of United Parcel Service, Inc.. This represents a change in shares of -0.08% during the quarter. The current value of the position is $16,738,170 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 SVCS CL B 911312106 154,212 -116 -0.08 15,171 -1.34 0.1863
2026-01-23 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 154,328 3,971 2.64 15,377 22.44 0.1959
2025-11-12 2025-09-30 13F UNITED PARCEL SERVICE CL B 911312106 150,357 -578 -0.38 12,559 -17.56 0.1636
2025-08-13 2025-06-30 13F UNITED PARCEL SERVICE CL B 911312106 150,935 -493 -0.33 15,235 -8.53 0.2125
2025-05-06 2025-03-31 13F UNITED PARCEL SERVICE CL B 911312106 151,428 -361 -0.24 16,656 -12.94 0.2585
2025-01-27 2024-12-31 13F UNITED PARCEL SERVICE CL B 911312106 151,789 -1,684 -1.10 19,132 -6.46 0.2749
2024-11-07 2024-09-30 13F UNITED PARCEL SERVICE CL B 911312106 153,473 1,609 1.06 20,453 -0.94 0.3000
2024-08-07 2024-06-30 13F UNITED PARCEL SERVICE CL B 911312106 151,864 13,597 9.83 20,648 0.47 0.3464
2024-05-02 2024-03-31 13F UNITED PARCEL SERVICE CL B 911312106 138,267 509 0.37 20,550 -5.12 0.5276
2024-02-05 2023-12-31 13F UNITED PARCEL SERVICE CL B 911312106 137,758 1,321 0.97 21,660 1.85 0.5869
2023-11-08 2023-09-30 13F UNITED PARCEL SERVICE CL B 911312106 136,437 3,851 2.90 21,266 -10.52 0.7527
2023-08-04 2023-06-30 13F UNITED PARCEL SERVICE CL B 911312106 132,586 -50 -0.04 23,766 -7.63 0.8117
2023-05-15 2023-03-31 13F UNITED PARCEL SERVICE CL B 911312106 132,636 6,916 5.50 25,730 17.73 0.9082
2023-02-13 2022-12-31 13F UNITED PARCEL SERVICE CL B 911312106 125,720 60 0.05 21,855 7.67 1.0819
2022-10-21 2022-09-30 13F UNITED PARCEL SERVICE CL B 911312106 125,660 -66 -0.05 20,299 -11.55 1.1707
2022-08-11 2022-06-30 13F UNITED PARCEL SERVICE CL B 911312106 125,726 -26 -0.02 22,950 -14.90 1.2856
2022-05-02 2022-03-31 13F UNITED PARCEL SERVICE CL B 911312106 125,752 0 0.00 26,969 0.06 1.3658
2022-02-08 2021-12-31 13F UNITED PARCEL SERVICE CL B 911312106 125,752 59 0.05 26,954 17.76 1.3162
2021-11-08 2021-09-30 13F UNITED PARCEL SERVICE CL B 911312106 125,693 30 0.02 22,889 -12.42 1.2243
2021-08-13 2021-06-30 13F UNITED PARCEL SERVICE CL B 911312106 125,663 2,306 1.87 26,134 24.63 1.4117
2021-04-29 2021-03-31 13F UNITED PARCEL SERVICE CL B 911312106 123,357 20 0.02 20,970 0.96 1.3386
2021-02-04 2020-12-31 13F UNITED PARCEL SERVICE CL B 911312106 123,337 88 0.07 20,770 1.13 1.4722
2020-11-03 2020-09-30 13F UNITED PARCEL SERVICE CL B 911312106 123,249 123,249 20,537 1.7171
2020-08-14 2020-06-30 13F UNITED PARCEL SERVICE CL B 911312106 0 -2,248 -100.00 0 -100.00
2020-05-15 2020-03-31 13F UNITED PARCEL SERVICE CL B 911312106 2,248 -81 -3.48 210 -23.08 0.0258
2020-06-04 2019-12-31 13F UNITED PARCEL SERVICE CL B 911312106 2,329 -299 -11.38 273 -13.33 0.0271
2020-06-04 2019-09-30 13F UNITED PARCEL SERVICE CL B 911312106 2,628 -228 -7.98 315 6.78 0.0364
2020-06-04 2019-06-30 13F UNITED PARCEL SERVICE CL B 911312106 2,856 -159 -5.27 295 -12.46 0.0344
2020-06-04 2019-03-31 13F UNITED PARCEL SERVICE CL B 911312106 3,015 -61 -1.98 337 12.33 0.0413
2020-06-04 2018-12-31 13F UNITED PARCEL SERVICE CL B 911312106 3,076 -331 -9.72 300 -24.62 0.0429
2020-06-04 2018-09-30 13F UNITED PARCEL SERVICE CL B 911312106 3,407 -107 -3.04 398 6.70 0.0521
2020-06-04 2018-06-30 13F UNITED PARCEL SERVICE CL B 911312106 3,514 -667 -15.95 373 -14.84 0.0500
2020-06-04 2018-03-31 13F UNITED PARCEL SERVICE CL B 911312106 4,181 -848 -16.86 438 -26.88 0.0522
2020-06-04 2017-12-31 13F UNITED PARCEL SERVICE CL B 911312106 5,029 -215 -4.10 599 -4.92 0.0724
2020-06-04 2017-09-30 13F UNITED PARCEL SERVICE CL B 911312106 5,244 383 7.88 630 17.10 0.0827
2020-06-04 2017-06-30 13F UNITED PARCEL SERVICE CL B 911312106 4,861 430 9.70 538 13.26 0.0758
2020-06-04 2017-03-31 13F UNITED PARCEL SERVICE CL B 911312106 4,431 207 4.90 475 -1.86 0.0690
2020-06-04 2016-12-31 13F UNITED PARCEL SERVICE CL B 911312106 4,224 19 0.45 484 5.22 0.0769
2020-06-04 2016-09-30 13F UNITED PARCEL SERVICE CL B 911312106 4,205 85 2.06 460 3.60 0.0802
2020-06-04 2016-06-30 13F UNITED PARCEL SERVICE CL B 911312106 4,120 839 25.57 444 28.32 0.0853
2020-06-04 2016-03-31 13F UNITED PARCEL SERVICE CL B 911312106 3,281 -22 -0.67 346 8.81 0.0698
2020-06-04 2015-12-31 13F UNITED PARCEL SERVICE CL B 911312106 3,303 59 1.82 318 -0.62 0.0750
2020-06-04 2015-09-30 13F UNITED PARCEL SERVICE CL B 911312106 3,244 78 2.46 320 4.23 0.0839
2020-06-04 2015-06-30 13F UNITED PARCEL SERVICE CL B 911312106 3,166 -143 -4.32 307 -4.36 0.0766
2020-06-04 2015-03-31 13F UNITED PARCEL SERVICE CL B 911312106 3,309 257 8.42 321 -5.31 0.0818
2020-06-04 2014-12-31 13F UNITED PARCEL SERVICE CL B 911312106 3,052 -778 -20.31 339 -9.84 0.0910
2020-06-04 2014-09-30 13F UNITED PARCEL SERVICE CL B 911312106 3,830 3,830 376 0.1100
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.