Intellus Advisors LLC UPS — UNITED PARCEL SERVICE INCORPORATED CLASS B

Ownership history in Intellus Advisors LLC  ·  6 quarters on record

AI Ownership Summary

Intellus Advisors LLC reported UNITED PARCEL SERVICE INCORPORATED CLASS B (UPS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.06% in 2024 Q4. The latest visible filing shows UPS at 0.79% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UPS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Intellus Advisors LLC's position in UNITED PARCEL SERVICE INCORPORATED CLASS B, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UPS was reported at 0.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.06% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UPS stock page Intellus Advisors LLC fund profile Intellus Advisors LLC full holdings
How Intellus Advisors LLC held UPS — position size vs. price
% of Fund (quarterly)    UPS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 58,512 -1 -0.0% 0.79% $5.8M 2026-05-07 $100.10
2025 Q4 ADDED — — — 58,513 +9,843 +20.2% 0.77% $5.8M 2026-02-06 $115.73
2025 Q3 ADDED — — — 48,670 +6 +0.0% 0.56% $4.1M 2025-11-12 $93.24
2025 Q2 ADDED — — — 48,664 +5 +0.0% 0.73% $4.9M 2025-08-12 $83.18
2025 Q1 REDUCED — — — 48,659 -53 -0.1% 0.94% $5.4M 2025-05-07 $87.95
2024 Q4 INITIATED — — — 48,712 — — 1.06% $6.1M 2025-02-11 $105.69

🏢 Other funds also holding UPS

As of 2026 Q1 — sorted by position size

Mayar Capital Ltd. 3Y 10.49% SPIREPOINT PRIVATE CLIENT, LLC 9.6% OAKLAND FINANCIAL CORP 6.6% Spurstone Advisory Services, LLC 6.22% Clark & Stuart, Inc 5.51% Mountain Hill Investment Partners Corp. 4.77% Maj Invest Holding A/S 3Y 7Y 4.75% SOUTHERN CAPITAL ADVISORS, LLC 3Y 4.25% Accredited Investors Inc. 3Y 7Y 4.15% CLIFFORD SWAN INVESTMENT COUNSEL LLC 3Y 7Y 3.24%

FAQ About Intellus Advisors LLC and UPS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Intellus Advisors LLC reported owning UPS?

Intellus Advisors LLC reported UPS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported UPS position in Intellus Advisors LLC's portfolio?

The largest reported portfolio weight for UPS was 1.06% in 2024 Q4.

What is the latest reported UPS position on this page?

The most recent filing on this page is 2026 Q1, when Intellus Advisors LLC reported 58,512 shares, equal to 0.79% of portfolio, with an estimated market value of $5.8M.

What does the chart on this UPS ownership page compare?

The chart compares Intellus Advisors LLC's quarterly UPS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Intellus Advisors LLC time their UPS position?

Based on 13F filing dates vs. subsequent UPS price moves, Intellus Advisors LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on UPS relative to SPY over the holding period was -18.9%.

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