UNITED PARCEL SERVICE-CL B · CUSIP 911312106 · CIK 727117
As of 2026-06-30, BUILDER INVESTMENT GROUP INC /ADV reported 40.11K UPS (shares), valued at $4.31M, or 0.85% of its reported non-derivative portfolio. Filed 2026-07-17.
Verify history & sources →Shares decreased 0.50%; reported value increased 8.73%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.85% | 40,111 | SEC filing ↗Filed Jul 17, 2026 |
| Q1 2026 | 0.86% | 40,311 | SEC filing ↗Filed Apr 14, 2026 |
| Q4 2025 | 0.87% | 40,522 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 0.77% | 40,868 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 1.02% | 41,043 | SEC filing ↗Filed Jul 16, 2025 |
| Q1 2025 | 1.30% | 41,432 | SEC filing ↗Filed Apr 21, 2025 |
| Q4 2024 | 1.46% | 42,530 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 1.57% | 42,800 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 1.61% | 43,045 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 1.87% | 43,245 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 2.46% | 43,505 | SEC filing ↗Filed Jan 22, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.46% | 43,505 | $6.84M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 22, 2024 |
| Q1 2024 | 1.87% | 43,245 | $6.43M | Shares decreased 0.60%; reported value decreased 6.03%, and weight changed -0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 1.61% | 43,045 | $5.89M | Shares decreased 0.46%; reported value decreased 8.35%, and weight changed -0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 1.57% | 42,800 | $5.84M | Shares decreased 0.57%; reported value decreased 0.94%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 1.46% | 42,530 | $5.36M | Shares decreased 0.63%; reported value decreased 8.09%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 1.30% | 41,432 | $4.56M | Shares decreased 2.58%; reported value decreased 15.03%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2025 |
| Q2 2025 | 1.02% | 41,043 | $4.14M | Shares decreased 0.94%; reported value decreased 9.09%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2025 |
| Q3 2025 | 0.77% | 40,868 | $3.41M | Shares decreased 0.43%; reported value decreased 17.60%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 0.87% | 40,522 | $4.02M | Shares decreased 0.85%; reported value increased 17.74%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 0.86% | 40,311 | $3.97M | Shares decreased 0.52%; reported value decreased 1.33%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2026 |
| Q2 2026 | 0.85% | 40,111 | $4.31M | Shares decreased 0.50%; reported value increased 8.73%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.