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Summit Securities Group’s United Parcel Service UPS Stock Holding History

Summit Securities Group’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
2024
Q1 		– Sell
-7,500
Closed -$1.18M – 909
2023
Q4 		$1.18M Buy
+7,500
New +$1.13M 0.11% 126
2020
Q4 		– Sell
-145
Closed -$2.42M – 615
2020
Q3 		$2.42M Buy
+145
New +$21.1K 0.25% 81
2019
Q4 		– Sell
-100
Closed -$1.2M – 526
2019
Q3 		$1.2M Sell
100
-405
-80% -$46.3K 0.11% 119
2019
Q2 		$5.21M Buy
505
+265
+110% +$27.6K 0.61% 33
2019
Q1 		$2.68M Sell
240
-152
-39% -$16.1K 0.49% 41
2018
Q4 		$3.82M Buy
+392
New +$42.5K 0.33% 48
2018
Q3 		– Sell
-29
Closed -$308K – 267
2018
Q2 		$308K Sell
29
-892
-97% -$100K 0.04% 178
2018
Q1 		$9.64M Buy
+921
New +$106K 2.36% 9

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 Securities Group's UPS Position: Q2 2026 in Review

Summit Securities Group reduced its United Parcel Service (UPS) stake by 77% in Q2 2026, selling an estimated $1.17M and leaving 3,273 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #208.

Summit Securities Group first reported a position in UPS in Q2 2013 and has held it in 35 quarters since. The position peaked at $13.9M in Q3 2020. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Summit Securities Group held 3,273 shares of United Parcel Service worth $352K as of Q2 2026.
  • Summit Securities Group sold 11,249 United Parcel Service shares in Q2 2026, an estimated $1.17M.
  • United Parcel Service made up 0.03% of Summit Securities Group's portfolio in Q2 2026, its #208 holding.
  • Summit Securities Group first reported a position in United Parcel Service in Q2 2013 and has held it in 35 quarters since.
  • Summit Securities Group's United Parcel Service position peaked at $13.9M in Q3 2020.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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