United Parcel Service, Inc.
US ˙ NYSE ˙ US9113121068

SecurityUPS / United Parcel Service, Inc.
InstitutionVision Capital Management, Inc.
Latest Disclosed Ownership40,136 shares
Latest Disclosed Value $ 3,948,609
Vision Capital Management, Inc. reports 2.01% increase in ownership of UPS / United Parcel Service, Inc.

On April 24, 2026 - Vision Capital Management, Inc. filed a 13F-HR form disclosing ownership of 40,136 shares of United Parcel Service, Inc. (US:UPS) valued at $3,948,580 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 39,344 shares of United Parcel Service, Inc.. This represents a change in shares of 2.01% during the quarter. The current value of the position is $4,423,790 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)
2026-04-24 2026-03-31 13F UNITED PARCEL SVCS CL B 911312106 40,136 792 2.01 3,949 1.18 0.3115
2026-01-27 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 39,344 16,746 74.10 3,903 106.78 0.4705
2025-10-23 2025-09-30 13F UNITED PARCEL SERVICE CL B 911312106 22,598 -4,131 -15.46 1,888 -30.06 0.2329
2025-07-16 2025-06-30 13F UNITED PARCEL SERVICE CL B 911312106 26,729 -53 -0.20 2,698 -8.39 0.3545
2025-04-30 2025-03-31 13F UNITED PARCEL SERVICE CL B 911312106 26,782 3,213 13.63 2,946 -0.91 0.4246
2025-01-27 2024-12-31 13F UNITED PARCEL SERVICE CL B 911312106 23,569 -6,428 -21.43 2,972 -27.32 0.4367
2024-11-05 2024-09-30 13F UNITED PARCEL SERVICE CL B 911312106 29,997 745 2.55 4,090 2.15 0.5765
2024-08-07 2024-06-30 13F UNITED PARCEL SERVICE CL B 911312106 29,252 -574 -1.92 4,003 -9.70 0.5955
2024-05-09 2024-03-31 13F UNITED PARCEL SERVICE CL B 911312106 29,826 -275 -0.91 4,433 -6.32 0.6612
2024-01-17 2023-12-31 13F UNITED PARCEL SERVICE CL B 911312106 30,101 93 0.31 4,733 1.18 0.7378
2023-10-25 2023-09-30 13F UNITED PARCEL SERVICE CL B 911312106 30,008 1,040 3.59 4,677 -9.92 0.8607
2023-08-01 2023-06-30 13F UNITED PARCEL SERVICE CL B 911312106 28,968 -20 -0.07 5,193 -7.66 0.8863
2023-05-03 2023-03-31 13F UNITED PARCEL SERVICE CL B 911312106 28,988 -1,439 -4.73 5,623 6.31 1.0196
2023-01-26 2022-12-31 13F UNITED PARCEL SERVICE CL B 911312106 30,427 -3,830 -11.18 5,289 -4.43 1.0108
2022-10-21 2022-09-30 13F UNITED PARCEL SERVICE CL B 911312106 34,257 69 0.20 5,534 -11.33 1.1426
2022-08-10 2022-06-30 13F UNITED PARCEL SERVICE CL B 911312106 34,188 -4,064 -10.62 6,241 -23.93 1.1769
2022-04-28 2022-03-31 13F United Parcel Service Inc Class B cs 911312106 38,252 1,406 3.82 8,204 3.87 1.3486
2022-01-24 2021-12-31 13F United Parcel Service Inc Class B cs 911312106 36,846 129 0.35 7,898 18.13 1.1789
2021-10-07 2021-09-30 13F United Parcel Service Inc Class B cs 911312106 36,717 384 1.06 6,686 -11.51 1.0906
2021-07-15 2021-06-30 13F United Parcel Service Inc Class B cs 911312106 36,333 620 1.74 7,556 24.46 1.2477
2021-04-21 2021-03-31 13F United Parcel Service Inc Class B cs 911312106 35,713 -1 -0.00 6,071 0.95 1.0800
2021-01-20 2020-12-31 13F United Parcel Service Inc Class B cs 911312106 35,714 -812 -2.22 6,014 -1.18 1.1176
2020-10-21 2020-09-30 13F United Parcel Service Inc Class B cs 911312106 36,526 41 0.11 6,086 50.05 1.2778
2020-07-24 2020-06-30 13F United Parcel Service Inc Class B cs 911312106 36,485 -876 -2.34 4,056 16.22 0.9302
2020-04-14 2020-03-31 13F United Parcel Service Inc Class B cs 911312106 37,361 26,020 229.43 3,490 162.80 0.9266
2020-01-21 2019-12-31 13F United Parcel Service Inc Class B cs 911312106 11,341 509 4.70 1,328 2.31 0.3109
2019-11-01 2019-09-30 13F UNITED PARCEL SERVICE INC CL B cs 911312106 10,832 262 2.48 1,298 18.86 0.3371
2019-07-29 2019-06-30 13F UNITED PARCEL SERVICE INC CL B cs 911312106 10,570 221 2.14 1,092 -5.54 0.2866
2019-05-01 2019-03-31 13F UNITED PARCEL SERVICE INC CL B cs 911312106 10,349 5,590 117.46 1,156 149.14 0.3215
2019-01-10 2018-12-31 13F UNITED PARCEL SERVICE INC CL B cs 911312106 4,759 -6,056 -56.00 464 -63.26 0.1463
2018-10-10 2018-09-30 13F UNITED PARCEL SERVICE INC CL B cs 911312106 10,815 -90 -0.83 1,263 9.07 0.3416
2018-07-06 2018-06-30 13F UNITED PARCEL SERVICE INC CL B cs 911312106 10,905 155 1.44 1,158 2.93 0.3373
2018-04-23 2018-03-31 13F UNITED PARCEL SERVICE INC CL B cs 911312106 10,750 -285 -2.58 1,125 -14.45 0.3318
2018-02-08 2017-12-31 13F UNITED PARCEL SERVICE INC CL B cs 911312106 11,035 15 0.14 1,315 -0.60 0.3825
2017-11-09 2017-09-30 13F UNITED PARCEL SERVICE INC CL B cs 911312106 11,020 0 0.00 1,323 8.53 0.4207
2017-08-10 2017-06-30 13F UNITED PARCEL SERVICE INC CL B cs 911312106 11,020 210 1.94 1,219 5.09 0.4181
2017-05-09 2017-03-31 13F UNITED PARCEL SERVICE INC CL B cs 911312106 10,810 1,075 11.04 1,160 3.94 0.4168
2017-02-06 2016-12-31 13F UNITED PARCEL SERVICE INC CL B cs 911312106 9,735 725 8.05 1,116 13.30 0.4359
2016-11-15 2016-09-30 13F UNITED PARCEL SERVICE INC CL B cs 911312106 9,010 9,010 985 0.4127
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.