STA
UPS icon

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
2025
Q4 		– Hold
0
– -$293K – 1376
2025
Q3 		– Hold
0
– – – 1213

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.