United Parcel Service, Inc.
IT ˙ BIT ˙ US9113121068
€ 93,64 ↓ -1.56 (-1.64%)
2026-06-04
PREÇO DA AÇÃO
SecurityIT:1UPS / United Parcel Service, Inc.
InstitutionKeudell/Morrison Wealth Management
Latest Disclosed Ownership9,237 shares
Latest Disclosed Value $ 908,727
Keudell/Morrison Wealth Management reports 71.50% increase in ownership of 1UPS / United Parcel Service, Inc.

On April 20, 2026 - Keudell/Morrison Wealth Management filed a 13F-HR form disclosing ownership of 9,237 shares of United Parcel Service, Inc. (IT:1UPS) valued at $768,518 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 5,386 shares of United Parcel Service, Inc.. This represents a change in shares of 71.50% during the quarter. The current value of the position is $864,953 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.

Upgrade to unlock premium data and export to Excel .

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 9,237 3,851 71.50 909 70.04 0.1858
2026-02-06 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 5,386 -477 -8.14 534 -9.64 0.1123
2025-07-22 2025-06-30 13F UNITED PARCEL SERVICE CL B 911312106 5,863 921 18.64 592 8.84 0.1313
2025-04-23 2025-03-31 13F UNITED PARCEL SERVICE CL B 911312106 4,942 680 15.95 544 1.12 0.1282
2025-01-23 2024-12-31 13F UNITED PARCEL SERVICE CL B 911312106 4,262 -414 -8.85 537 -15.70 0.1401
2024-10-31 2024-09-30 13F UNITED PARCEL SERVICE CL B 911312106 4,676 -208 -4.26 638 -4.64 0.1731
2024-07-16 2024-06-30 13F UNITED PARCEL SERVICE CL B 911312106 4,884 -962 -16.46 668 -23.04 0.1956
2024-05-07 2024-03-31 13F UNITED PARCEL SERVICE CL B 911312106 5,846 988 20.34 869 13.76 0.2630
2024-02-14 2023-12-31 13F UNITED PARCEL SERVICE CL B 911312106 4,858 -1 -0.02 764 0.79 0.2520
2023-10-18 2023-09-30 13F UNITED PARCEL SERVICE CL B 911312106 4,859 -358 -6.86 757 -19.04 0.2309
2023-07-20 2023-06-30 13F UNITED PARCEL SERVICE CL B 911312106 5,217 30 0.58 935 -7.06 0.2695
2023-04-18 2023-03-31 13F UNITED PARCEL SERVICE CL B 911312106 5,187 327 6.73 1,006 19.19 0.2964
2023-01-20 2022-12-31 13F UNITED PARCEL SERVICE CL B 911312106 4,860 71 1.48 845 9.04 0.2711
2022-10-12 2022-09-30 13F UNITED PARCEL SERVICE CL B 911312106 4,789 356 8.03 774 -4.33 0.2896
2022-07-18 2022-06-30 13F UNITED PARCEL SERVICE CL B 911312106 4,433 711 19.10 809 1.38 0.2939
2022-04-18 2022-03-31 13F UNITED PARCEL SERVICE CL B 911312106 3,722 -12 -0.32 798 -0.25 0.3337
2022-02-08 2021-12-31 13F UNITED PARCEL SERVICE CL B 911312106 3,734 -185 -4.72 800 12.04 0.3159
2021-12-08 2021-09-30 13F/A-1 UNITED PARCEL SERVICE CL B 911312106 3,919 -134 -3.31 714 -15.30 0.3061
2021-10-20 2021-09-30 13F UNITED PARCEL SERVICE CL B 911312106 3,919 -134 714 0.3068
2021-07-13 2021-06-30 13F UNITED PARCEL SERVICE CL B 911312106 4,053 -283 -6.53 843 14.38 0.4615
2021-04-13 2021-03-31 13F UNITED PARCEL SERVICE CL B 911312106 4,336 -178 -3.94 737 -3.03 0.4277
2021-02-12 2020-12-31 13F UNITED PARCEL SERVICE CL B 911312106 4,514 -1,605 -26.23 760 -25.49 0.4825
2020-10-20 2020-09-30 13F UNITED PARCEL SERVICE CL B 911312106 6,119 -1,517 -19.87 1,020 20.14 0.6555
2020-07-14 2020-06-30 13F UNITED PARCEL SERVICE CL B 911312106 7,636 1,020 15.42 849 37.38 0.7022
2020-04-20 2020-03-31 13F UNITED PARCEL SERVICE CL B 911312106 6,616 1,166 21.39 618 -3.13 0.6045
2020-01-29 2019-12-31 13F UNITED PARCEL SERVICE CL B 911312106 5,450 -880 -13.90 638 -15.83 0.4412
2019-11-13 2019-09-30 13F UNITED PARCEL SERVICE CL B 911312106 6,330 377 6.33 758 10.33 0.6254
2019-08-23 2019-06-30 13F/A-1 UNITED PARCEL SERVICE CL B 911312106 5,953 -173 -2.82 687 0.29 0.6016
2019-08-21 2019-03-31 13F UNITED PARCEL SERVICE CL B 911312106 6,126 6,126 685 0.6026
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.