Summit Asset Management’s United Parcel Service UPS Stock Holding History

Summit Asset Management’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$368K	Hold	3,743	–	–	0.05%	127
2025 Q4	$371K	Sell	3,743 -59	-2%	-$5.52K	0.05%	126
2025 Q3	$318K	Sell	3,802 -25	-0.7%	-$2.26K	0.05%	135
2025 Q2	$386K	Sell	3,827 -200	-5%	-$19.7K	0.06%	122
2025 Q1	$443K	Sell	4,027 -45	-1%	-$5.38K	0.08%	104
2024 Q4	$513K	Sell	4,072 -250	-6%	-$32.9K	0.09%	95
2024 Q3	$589K	Buy	4,322 +595	+16%	+$78.1K	0.11%	89
2024 Q2	$510K	Hold	3,727	–	–	0.11%	93
2024 Q1	$554K	Buy	3,727 +175	+5%	+$26.6K	0.12%	87
2023 Q4	$558K	Sell	3,552 -19	-0.5%	-$2.87K	0.13%	82
2023 Q3	$557K	Hold	3,571	–	–	0.15%	76
2023 Q2	$640K	Sell	3,571 -8	-0.2%	-$1.42K	0.17%	67
2023 Q1	$694K	Hold	3,579	–	–	0.19%	61
2022 Q4	$622K	Hold	3,579	–	–	0.18%	67
2022 Q3	$578K	Buy	3,579 +60	+2%	+$11.4K	0.19%	69
2022 Q2	$642K	Buy	3,519 +175	+5%	+$31.9K	0.2%	67
2022 Q1	$717K	Hold	3,344	–	–	0.21%	68
2021 Q4	$717K	Hold	3,344	–	–	0.2%	70
2021 Q3	$609K	Hold	3,344	–	–	0.19%	74
2021 Q2	$695K	Buy	3,344 +1	+0%	+$200	0.22%	66
2021 Q1	$568K	Hold	3,343	–	–	0.19%	70
2020 Q4	$563K	Hold	3,343	–	–	0.21%	70
2020 Q3	$557K	Buy	3,343 +81	+2%	+$11.8K	0.23%	64
2020 Q2	$363K	Buy	3,262 +17	+0.5%	+$1.7K	0.17%	74
2020 Q1	$303K	Buy	3,245 +153	+5%	+$15.9K	0.16%	77
2019 Q4	$362K	Hold	3,092	–	–	0.15%	78
2019 Q3	$370K	Hold	3,092	–	–	0.17%	68
2019 Q2	$319K	Buy	3,092 +12	+0.4%	+$1.25K	0.15%	75
2019 Q1	$344K	Buy	3,080 +70	+2%	+$7.42K	0.17%	71
2018 Q4	$294K	Hold	3,010	–	–	0.17%	74
2018 Q3	$351K	Hold	3,010	–	–	0.16%	74
2018 Q2	$320K	Hold	3,010	–	–	0.15%	78
2018 Q1	$315K	Buy	3,010 +60	+2%	+$6.93K	0.15%	80
2017 Q4	$351K	Hold	2,950	–	–	0.17%	73
2017 Q3	$354K	Hold	2,950	–	–	0.18%	72
2017 Q2	$326K	Hold	2,950	–	–	0.17%	74
2017 Q1	$317K	Hold	2,950	–	–	0.18%	75
2016 Q4	$338K	Hold	2,950	–	–	0.21%	70
2016 Q3	$323K	Hold	2,950	–	–	0.2%	73
2016 Q2	$318K	Hold	2,950	–	–	0.2%	72
2016 Q1	$311K	Hold	2,950	–	–	0.2%	70
2015 Q4	$284K	Hold	2,950	–	–	0.19%	70
2015 Q3	$291K	Buy	2,950 +225	+8%	+$22.2K	0.21%	70
2015 Q2	$264K	Buy	+2,725	New	+$271K	0.18%	82

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Asset Management's UPS Position: Q1 2026 in Review

Summit Asset Management held its United Parcel Service (UPS) position steady in Q1 2026 at 3,743 shares worth $368K. The position accounts for 0.05% of the portfolio, ranked #127.

Summit Asset Management first reported a position in UPS in Q2 2015 and has held it in 44 quarters since. The position peaked at $717K in Q1 2022. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Summit Asset Management held 3,743 shares of United Parcel Service worth $368K as of Q1 2026.
Summit Asset Management left its United Parcel Service share count unchanged in Q1 2026.
United Parcel Service made up 0.05% of Summit Asset Management's portfolio in Q1 2026, its #127 holding.
Summit Asset Management first reported a position in United Parcel Service in Q2 2015 and has held it in 44 quarters since.
Summit Asset Management's United Parcel Service position peaked at $717K in Q1 2022.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Summit Asset Management's 13F filing for Q1 2026, filed 8 May 2026.