SEC 13F Intelligence

Sound Income Strategies, LLC / UPS

Sound Income Strategies, LLC’s United Parcel Svcs Inc Position

Does Sound Income Strategies, LLC own United Parcel Svcs Inc (UPS)? Yes — 154.8K shares worth $15M (+0.73% of its 13F portfolio) as of Q1 2026, down from 159.4K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
154.8K
% of Portfolio
+0.73%
Quarters Held
30
currently held

Position History UPS

Reported value by quarter
Q4 ’18: $59,000Q4 ’18Q1 ’19: $45,000Q2 ’19: $38,000Q3 ’19: $41,000Q4 ’19: $80,000Q4 ’19Q1 ’20: $44,000Q2 ’20: $62,000Q3 ’20: $84,000Q4 ’20: $85,000Q4 ’20Q1 ’21: $110MQ2 ’21: $142,000Q3 ’21: $143,000Q4 ’21: $153,000Q4 ’21Q1 ’22: $165,000Q2 ’22: $146,000Q3 ’22: $159,000Q4 ’22: $198,991Q4 ’22Q1 ’23: $218,272Q2 ’23: $224,412Q3 ’23: $195,531Q4 ’23: $300,875Q4 ’23Q1 ’24: $267,637Q2 ’24: $254,253Q3 ’24: $254,160Q4 ’24: $13MQ4 ’24Q1 ’25: $14MQ2 ’25: $16MQ3 ’25: $14MQ4 ’25: $17MQ4 ’25Q1 ’26: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026154.8K$15M+0.73%
Q4 2025159.4K$17M+0.81%
Q3 2025167.6K$14M+0.78%
Q2 2025154.9K$16M+0.90%
Q1 2025124.3K$14M+0.81%
Q4 2024105.8K$13M+0.83%
Q3 20241.9K$254,160+0.02%
Q2 20241.9K$254,253+0.02%
Q1 20241.8K$267,637+0.02%
Q4 20231.9K$300,875+0.03%
Q3 20231.3K$195,531+0.02%
Q2 20231.3K$224,412+0.02%
Q1 20231.1K$218,272+0.02%
Q4 20221.1K$198,991+0.03%
Q3 2022987$159,000+0.02%
Q2 2022800$146,000+0.02%
Q1 2022768$165,000+0.02%
Q4 2021713$153,000+0.02%
Q3 2021786$143,000+0.02%
Q2 2021685$142,000+0.02%
Q1 2021646$110M+0.02%
Q4 2020506$85,000+0.02%
Q3 2020506$84,000+0.02%
Q2 2020561$62,000+0.02%
Q1 2020469$44,000+0.02%
Q4 2019690$80,000+0.01%
Q3 2019344$41,000+0.01%
Q2 2019367$38,000+0.01%
Q1 2019406$45,000+0.02%
Q4 2018608$59,000+0.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sound Income Strategies, LLC’s full portfolio or all institutional holders of UPS.