SGI
UPS icon

Summit Global Investments’s United Parcel Service UPS Stock Holding History

Summit Global Investments’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 		$2.16M Sell
20,101
-679
-3% -$70.6K 0.12% 88
2026
Q1 		$2.04M Buy
20,780
+7,478
+56% +$802K 0.12% 94
2025
Q4 		$1.32M Buy
13,302
+1,384
+12% +$129K 0.08% 138
2025
Q3 		$996K Sell
11,918
-58
-0.5% -$5.25K 0.06% 199
2025
Q2 		$1.21M Buy
11,976
+531
+5% +$52.2K 0.07% 158
2025
Q1 		$1.26M Sell
11,445
-64,984
-85% -$7.77M 0.09% 133
2024
Q4 		$9.64M Buy
76,429
+57,447
+303% +$7.56M 0.6% 38
2024
Q3 		$2.59M Sell
18,982
-27,750
-59% -$3.64M 0.17% 112
2024
Q2 		$6.39M Buy
46,732
+20,061
+75% +$2.87M 0.43% 48
2024
Q1 		$3.96M Sell
26,671
-16,855
-39% -$2.56M 0.29% 75
2023
Q4 		$6.84M Buy
43,526
+26,228
+152% +$3.97M 0.45% 49
2023
Q3 		$2.7M Buy
17,298
+12,602
+268% +$2.18M 0.18% 108
2023
Q2 		$842K Buy
+4,696
New +$834K 0.06% 264
2017
Q2 		– Sell
-3,380
Closed -$363K – 283
2017
Q1 		$363K Hold
3,380
– – 0.12% 201
2016
Q4 		$387K Buy
+3,380
New +$381K 0.14% 173

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Global Investments's UPS Position: Q2 2026 in Review

Summit Global Investments reduced its United Parcel Service (UPS) stake by 3.3% in Q2 2026, selling an estimated $70.6K and leaving 20,101 shares worth $2.16M. The position accounts for 0.12% of the portfolio, ranked #88.

Summit Global Investments first reported a position in UPS in Q4 2016 and has held it in 15 quarters since. The position peaked at $9.64M in Q4 2024. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Summit Global Investments held 20,101 shares of United Parcel Service worth $2.16M as of Q2 2026.
  • Summit Global Investments sold 679 United Parcel Service shares in Q2 2026, an estimated $70.6K.
  • United Parcel Service made up 0.12% of Summit Global Investments's portfolio in Q2 2026, its #88 holding.
  • Summit Global Investments first reported a position in United Parcel Service in Q4 2016 and has held it in 15 quarters since.
  • Summit Global Investments's United Parcel Service position peaked at $9.64M in Q4 2024.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.