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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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.