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Summit Financial Wealth Advisors’s United Parcel Service UPS Stock Holding History

Summit Financial Wealth Advisors’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
Q2 		$738K Buy
6,866
+352
+5% +$36.6K 0.09% 101
2026
Q1 		$641K Buy
6,514
+4,078
+167% +$437K 0.09% 99
2025
Q4 		$242K Sell
2,436
-187
-7% -$17.5K 0.03% 171
2025
Q3 		$221K Sell
2,623
-60,185
-96% -$5.45M 0.03% 167
2025
Q2 		$6.34M Sell
62,808
-7,519
-11% -$740K 1.14% 24
2025
Q1 		$7.74M Sell
70,327
-3,747
-5% -$448K 1.53% 23
2024
Q4 		$8.24M Buy
74,074
+14,989
+25% +$1.97M 1.61% 20
2024
Q3 		$8.06M Buy
59,085
+3,880
+7% +$509K 1.51% 23
2024
Q2 		$7.55M Buy
55,205
+1,984
+4% +$284K 1.53% 22
2024
Q1 		$7.91M Buy
53,221
+4,879
+10% +$742K 1.6% 23
2023
Q4 		$7.6M Buy
48,342
+408
+0.9% +$61.7K 1.72% 20
2023
Q3 		$6.8M Sell
47,934
-3,010
-6% -$520K 1.67% 21
2023
Q2 		$9.13M Buy
50,944
+287
+0.6% +$51K 2.11% 13
2023
Q1 		$9.83M Buy
50,657
+806
+2% +$148K 2.33% 12
2022
Q4 		$8.67M Buy
49,851
+699
+1% +$121K 2.09% 14
2022
Q3 		$8.18M Sell
49,152
-5,215
-10% -$987K 2.35% 14
2022
Q2 		$10.2M Buy
54,367
+807
+2% +$147K 2.44% 12
2022
Q1 		$11.5M Buy
53,560
+5,154
+11% +$1.1M 2.32% 12
2021
Q4 		$10.5M Buy
48,406
+2,712
+6% +$552K 2.04% 11
2021
Q3 		$8.32M Buy
45,694
+410
+0.9% +$80.9K 1.89% 16
2021
Q2 		$9.42M Buy
45,284
+1,069
+2% +$214K 2.13% 12
2021
Q1 		$7.45M Buy
44,215
+394
+0.9% +$63.7K 1.9% 17
2020
Q4 		$7.3M Sell
43,821
-962
-2% -$162K 1.99% 12
2020
Q3 		$7.14M Sell
44,783
-36,590
-45% -$5.33M 1.91% 13
2020
Q2 		$9.31M Buy
81,373
+140
+0.2% +$14K 2.48% 9
2020
Q1 		$7.77M Buy
81,233
+34,813
+75% +$3.61M 2.45% 9
2019
Q4 		$5.33M Sell
46,420
-1,468
-3% -$174K 1.3% 23
2019
Q3 		$5.56M Buy
47,888
+3,960
+9% +$453K 1.36% 20
2019
Q2 		$4.54M Buy
43,928
+1,741
+4% +$181K 1.11% 25
2019
Q1 		$4.82M Buy
42,187
+2,389
+6% +$253K 1.27% 22
2018
Q4 		$3.88M Sell
39,798
-7,468
-16% -$810K 1.26% 22
2018
Q3 		$5.47M Buy
47,266
+9,458
+25% +$1.11M 1.64% 16
2018
Q2 		$3.96M Sell
37,808
-1,050
-3% -$118K 1.32% 21
2018
Q1 		$4.07M Buy
38,858
+36,931
+1,917% +$4.27M 1.34% 21
2017
Q4 		$230K Buy
1,927
+26
+1% +$3.06K 0.08% 126
2017
Q3 		$228K Hold
1,901
– – 0.08% 125
2017
Q2 		$210K Hold
1,901
– – 0.08% 141
2017
Q1 		$204K Sell
1,901
-11
-0.6% -$1.2K 0.09% 134
2016
Q4 		$219K Buy
1,912
+11
+0.6% +$1.24K 0.1% 131
2016
Q3 		$208K Sell
1,901
-15
-0.8% -$1.64K 0.09% 134
2016
Q2 		$206K Sell
1,916
-158
-8% -$16.4K 0.09% 136
2016
Q1 		$219K Buy
+2,074
New +$202K 0.1% 121
2015
Q4 		– Sell
-1,800
Closed -$177K – 209
2015
Q3 		$177K Hold
1,800
– – 0.11% 83
2015
Q2 		$174K Hold
1,800
– – 0.11% 89
2015
Q1 		$179K Hold
1,800
– – 0.12% 74
2014
Q4 		$200K Buy
+1,800
New +$190K 0.14% 68

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Summit Financial Wealth Advisors's UPS Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its United Parcel Service (UPS) stake by 5.4% in Q2 2026, buying an estimated $36.6K and bringing the position to 6,866 shares worth $738K. The position accounts for 0.09% of the portfolio, ranked #101.

Summit Financial Wealth Advisors first reported a position in UPS in Q4 2014 and has held it in 46 quarters since. The position peaked at $11.5M in Q1 2022. 439 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Summit Financial Wealth Advisors held 6,866 shares of United Parcel Service worth $738K as of Q2 2026.
  • Summit Financial Wealth Advisors bought 352 United Parcel Service shares in Q2 2026, an estimated $36.6K.
  • United Parcel Service made up 0.09% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • Summit Financial Wealth Advisors first reported a position in United Parcel Service in Q4 2014 and has held it in 46 quarters since.
  • Summit Financial Wealth Advisors's United Parcel Service position peaked at $11.5M in Q1 2022.
  • 439 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.