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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Summit Securities Group's UPS Position: Q3 2026 in Review

Summit Securities Group reduced its United Parcel Service (UPS) stake by 60% in Q3 2026, selling an estimated $207K and leaving 1,300 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #411.

Summit Securities Group first reported a position in UPS in Q2 2013 and has held it in 36 quarters since. The position peaked at $13.9M in Q3 2020. 1,388 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Summit Securities Group held 1,300 shares of United Parcel Service worth $121K as of Q3 2026.
Summit Securities Group sold 1,973 United Parcel Service shares in Q3 2026, an estimated $207K.
United Parcel Service made up 0.01% of Summit Securities Group's portfolio in Q3 2026, its #411 holding.
Summit Securities Group first reported a position in United Parcel Service in Q2 2013 and has held it in 36 quarters since.
Summit Securities Group's United Parcel Service position peaked at $13.9M in Q3 2020.
1,388 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.