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
2026 Q1	–	Sell	-2,500	Closed	-$248K	–	1391
2025 Q4	$248K	Buy	+2,500	New	+$234K	0.03%	293
2025 Q3	–	Sell	-300	Closed	-$30.3K	–	1377
2025 Q2	$30.3K	Buy	+300	New	+$29.5K	0.01%	633
2022 Q1	–	Sell	-1,000	Closed	-$214K	–	1371
2021 Q4	$214K	Buy	+1,000	New	+$203K	0.01%	583
2020 Q4	–	Sell	-654	Closed	-$10.9M	–	616
2020 Q3	$10.9M	Buy	+654	New	+$95.2K	1.14%	20
2020 Q2	–	Sell	-37	Closed	-$346K	–	483
2020 Q1	$346K	Buy	37 +14	+61%	+$1.45K	0.06%	189
2019 Q4	$269K	Buy	+23	New	+$2.72K	0.02%	364
2018 Q3	–	Sell	-38	Closed	-$404K	–	268
2018 Q2	$404K	Buy	+38	New	+$4.27K	0.06%	144
2015 Q1	–	Sell	-76	Closed	-$98K	–	644
2014 Q4	$98K	Sell	76 -98	-56%	-$10.3K	0.03%	268
2014 Q3	$1K	Buy	+174	New	+$17.3K	﹤0.01%	658
2014 Q1	–	Sell	-483	Closed	-$2K	–	587
2013 Q4	$2K	Buy	483 +441	+1,050%	+$43.4K	﹤0.01%	438
2013 Q3	$1K	Buy	42 +25	+147%	+$2.2K	﹤0.01%	383
2013 Q2	$1K	Buy	+17	New	+$1.46K	﹤0.01%	547

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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.