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Summit Trail Advisors’s United Parcel Service UPS Stock Holding History

Summit Trail Advisors’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 		$3.67M Buy
37,313
+3,312
+10% +$355K 0.05% 233
2025
Q4 		$3.37M Buy
34,001
+171
+0.5% +$16K 0.06% 202
2025
Q3 		$2.83M Sell
33,830
-1,636
-5% -$148K 0.04% 273
2025
Q2 		$3.58M Buy
+35,466
New +$3.49M 0.06% 160
2024
Q4 		– Sell
-5,924
Closed -$808K – 751
2024
Q3 		$808K Buy
5,924
+483
+9% +$63.4K 0.02% 303
2024
Q2 		$745K Sell
5,441
-946
-15% -$135K 0.02% 292
2024
Q1 		$949K Buy
6,387
+1,685
+36% +$256K 0.03% 225
2023
Q4 		$739K Buy
4,702
+557
+13% +$84.2K 0.02% 219
2023
Q3 		$646K Sell
4,145
-1,147
-22% -$198K 0.02% 230
2023
Q2 		$949K Buy
5,292
+1,613
+44% +$286K 0.04% 179
2023
Q1 		$714K Buy
3,679
+1,028
+39% +$189K 0.03% 170
2022
Q4 		$461K Sell
2,651
-404
-13% -$69.9K 0.02% 197
2022
Q3 		$494K Buy
3,055
+693
+29% +$131K 0.03% 179
2022
Q2 		$431K Buy
2,362
+182
+8% +$33.2K 0.03% 212
2022
Q1 		$468K Buy
2,180
+746
+52% +$159K 0.04% 183
2021
Q4 		$307K Buy
1,434
+122
+9% +$24.8K 0.02% 228
2021
Q3 		$239K Buy
1,312
+191
+17% +$37.7K 0.02% 231
2021
Q2 		$233K Buy
+1,121
New +$224K 0.02% 196
2018
Q2 		– Sell
-4,923
Closed -$332K – 676
2018
Q1 		$332K Buy
4,923
+1,615
+49% +$187K 0.06% 260
2017
Q4 		$426K Buy
+3,308
New +$389K 0.05% 253

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Trail Advisors's UPS Position: Q1 2026 in Review

Summit Trail Advisors increased its United Parcel Service (UPS) stake by 9.7% in Q1 2026, buying an estimated $355K and bringing the position to 37,313 shares worth $3.67M. The position accounts for 0.05% of the portfolio, ranked #233.

Summit Trail Advisors first reported a position in UPS in Q4 2017 and has held it in 20 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Summit Trail Advisors held 37,313 shares of United Parcel Service worth $3.67M as of Q1 2026.
  • Summit Trail Advisors bought 3,312 United Parcel Service shares in Q1 2026, an estimated $355K.
  • United Parcel Service made up 0.05% of Summit Trail Advisors's portfolio in Q1 2026, its #233 holding.
  • Summit Trail Advisors first reported a position in United Parcel Service in Q4 2017 and has held it in 20 quarters since.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.