Summit Securities Group’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.43M | Buy |
14,522
+9,525
| +191% | +$1.02M | 0.18% | 65 |
|
|
2025
Q4 | $496K | Sell |
4,997
-13,173
| -72% | -$1.23M | 0.06% | 196 |
|
|
2025
Q3 | $1.52M | Buy |
18,170
+6,156
| +51% | +$558K | 0.31% | 70 |
|
|
2025
Q2 | $1.21M | Buy |
12,014
+9,214
| +329% | +$906K | 0.23% | 82 |
|
|
2025
Q1 | $308K | Buy |
+2,800
| New | +$335K | 0.05% | 142 |
|
|
2024
Q4 | – | Sell |
-2,400
| Closed | -$327K | – | 910 |
|
|
2024
Q3 | $327K | Buy |
+2,400
| New | +$315K | 0.09% | 128 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | – | – | 910 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | +$151 | ﹤0.01% | 927 |
|
|
2023
Q3 | – | Sell |
-947
| Closed | -$170K | – | 1033 |
|
|
2023
Q2 | $170K | Sell |
947
-485
| -34% | -$86.1K | 0.02% | 234 |
|
|
2023
Q1 | $278K | Sell |
1,432
-2,433
| -63% | -$446K | 0.02% | 184 |
|
|
2022
Q4 | $672K | Sell |
3,865
-359
| -8% | -$62.1K | 0.03% | 198 |
|
|
2022
Q3 | $682K | Sell |
4,224
-1,611
| -28% | -$305K | 0.05% | 205 |
|
|
2022
Q2 | $1.06M | Buy |
5,835
+336
| +6% | +$61.3K | 0.13% | 118 |
|
|
2022
Q1 | $1.18M | Sell |
5,499
-1,777
| -24% | -$378K | 0.13% | 125 |
|
|
2021
Q4 | $1.56M | Buy |
7,276
+576
| +9% | +$117K | 0.07% | 195 |
|
|
2021
Q3 | $1.22M | Sell |
6,700
-10,149
| -60% | -$2M | 0.1% | 225 |
|
|
2021
Q2 | $3.5M | Buy |
16,849
+5,049
| +43% | +$1.01M | 0.29% | 79 |
|
|
2021
Q1 | $2.01M | Sell |
11,800
-4,500
| -28% | -$728K | 0.22% | 99 |
|
|
2020
Q4 | $2.75M | Sell |
16,300
-66,900
| -80% | -$11.3M | 0.23% | 112 |
|
|
2020
Q3 | $13.9M | Buy |
83,200
+81,400
| +4,522% | +$11.9M | 1.45% | 13 |
|
|
2020
Q2 | $200K | Sell |
1,800
-1,866
| -51% | -$186K | 0.02% | 395 |
|
|
2020
Q1 | $342K | Sell |
3,666
-4,534
| -55% | -$470K | 0.06% | 192 |
|
|
2019
Q4 | $960K | Buy |
+8,200
| New | +$971K | 0.07% | 218 |
|
|
2018
Q4 | – | Sell |
-5,500
| Closed | -$596K | – | 351 |
|
|
2018
Q3 | $642K | Sell |
5,500
-52,800
| -91% | -$6.21M | 0.24% | 68 |
|
|
2018
Q2 | $6.19M | Buy |
+58,300
| New | +$6.55M | 0.89% | 21 |
|
|
2018
Q1 | – | Sell |
-1,900
| Closed | -$220K | – | 235 |
|
|
2017
Q4 | $226K | Buy |
+1,900
| New | +$223K | 0.03% | 148 |
|
|
2017
Q2 | – | Sell |
-2,269
| Closed | -$243K | – | 371 |
|
|
2017
Q1 | $243K | Buy |
+2,269
| New | +$248K | 0.07% | 252 |
|
|
2015
Q3 | – | Sell |
-957
| Closed | -$93K | – | 522 |
|
|
2015
Q2 | $93K | Sell |
957
-143
| -13% | -$14.2K | 0.05% | 138 |
|
|
2015
Q1 | $107K | Sell |
1,100
-200
| -15% | -$20.5K | 0.08% | 121 |
|
|
2014
Q4 | $145K | Sell |
1,300
-16,700
| -93% | -$1.76M | 0.04% | 232 |
|
|
2014
Q3 | $1.77M | Buy |
18,000
+17,600
| +4,400% | +$1.75M | 0.51% | 51 |
|
|
2014
Q2 | $41K | Buy |
+400
| New | +$40.2K | 0.01% | 315 |
|
|
2014
Q1 | – | Sell |
-8,500
| Closed | -$893K | – | 586 |
|
|
2013
Q4 | $893K | Buy |
8,500
+4,600
| +118% | +$453K | 0.16% | 77 |
|
|
2013
Q3 | $356K | Sell |
3,900
-3,800
| -49% | -$334K | 0.12% | 85 |
|
|
2013
Q2 | $666K | Buy |
+7,700
| New | +$660K | 0.32% | 56 |
|
Other funds holding UPS
VCM
VPM
Summit Securities Group's UPS Position: Q1 2026 in Review
Summit Securities Group increased its United Parcel Service (UPS) stake by 191% in Q1 2026, buying an estimated $1.02M and bringing the position to 14,522 shares worth $1.43M. The position accounts for 0.18% of the portfolio, ranked #65.
Summit Securities Group first reported a position in UPS in Q2 2013 and has held it in 34 quarters since. The position peaked at $13.9M in Q3 2020. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Summit Securities Group held 14,522 shares of United Parcel Service worth $1.43M as of Q1 2026.
- Summit Securities Group bought 9,525 United Parcel Service shares in Q1 2026, an estimated $1.02M.
- United Parcel Service made up 0.18% of Summit Securities Group's portfolio in Q1 2026, its #65 holding.
- Summit Securities Group first reported a position in United Parcel Service in Q2 2013 and has held it in 34 quarters since.
- Summit Securities Group's United Parcel Service position peaked at $13.9M in Q3 2020.
- 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.