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Summit Financial’s United Parcel Service UPS Stock Holding History

Summit Financial’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 		$3.49M Buy
35,436
+1,052
+3% +$113K 0.04% 417
2025
Q4 		$3.41M Sell
34,384
-1,174
-3% -$110K 0.05% 349
2025
Q3 		$2.97M Buy
35,558
+8,529
+32% +$773K 0.05% 374
2025
Q2 		$2.73M Sell
27,029
-3,598
-12% -$354K 0.06% 250
2025
Q1 		$3.37M Buy
30,627
+6,644
+28% +$794K 0.09% 183
2024
Q4 		$3.02M Sell
23,983
-1,930
-7% -$254K 0.11% 158
2024
Q3 		$3.53M Buy
25,913
+5,670
+28% +$744K 0.14% 118
2024
Q2 		$2.77M Buy
20,243
+9,768
+93% +$1.4M 0.13% 115
2024
Q1 		$1.56M Buy
10,475
+149
+1% +$22.6K 0.09% 126
2023
Q4 		$1.62M Sell
10,326
-2,097
-17% -$317K 0.11% 119
2023
Q3 		$1.94M Sell
12,423
-109
-0.9% -$18.8K 0.14% 91
2023
Q2 		$2.25M Buy
12,532
+3,624
+41% +$643K 0.16% 79
2023
Q1 		$1.73M Sell
8,908
-273
-3% -$50.1K 0.15% 73
2022
Q4 		$1.6M Sell
9,181
-157
-2% -$27.2K 0.15% 78
2022
Q3 		$1.51M Buy
9,338
+1,890
+25% +$358K 0.14% 75
2022
Q2 		$1.36M Buy
7,448
+77
+1% +$14K 0.13% 78
2022
Q1 		$1.58M Buy
7,371
+920
+14% +$195K 0.12% 78
2021
Q4 		$1.38M Buy
6,451
+1,764
+38% +$359K 0.11% 85
2021
Q3 		$854K Buy
4,687
+2,093
+81% +$413K 0.07% 92
2021
Q2 		$539K Buy
+2,594
New +$519K 0.05% 80

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Financial's UPS Position: Q1 2026 in Review

Summit Financial increased its United Parcel Service (UPS) stake by 3.1% in Q1 2026, buying an estimated $113K and bringing the position to 35,436 shares worth $3.49M. The position accounts for 0.04% of the portfolio, ranked #417.

Summit Financial first reported a position in UPS in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.53M in Q3 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Summit Financial held 35,436 shares of United Parcel Service worth $3.49M as of Q1 2026.
  • Summit Financial bought 1,052 United Parcel Service shares in Q1 2026, an estimated $113K.
  • United Parcel Service made up 0.04% of Summit Financial's portfolio in Q1 2026, its #417 holding.
  • Summit Financial first reported a position in United Parcel Service in Q2 2021 and has held it in 20 quarters since.
  • Summit Financial's United Parcel Service position peaked at $3.53M in Q3 2024.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.