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

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Trail Advisors's UPS Position: Q2 2026 in Review

Summit Trail Advisors increased its United Parcel Service (UPS) stake by 7% in Q2 2026, buying an estimated $270K and bringing the position to 39,909 shares worth $4.29M. The position accounts for 0.05% of the portfolio, ranked #220.

Summit Trail Advisors first reported a position in UPS in Q4 2017 and has held it in 21 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Summit Trail Advisors held 39,909 shares of United Parcel Service worth $4.29M as of Q2 2026.
  • Summit Trail Advisors bought 2,596 United Parcel Service shares in Q2 2026, an estimated $270K.
  • United Parcel Service made up 0.05% of Summit Trail Advisors's portfolio in Q2 2026, its #220 holding.
  • Summit Trail Advisors first reported a position in United Parcel Service in Q4 2017 and has held it in 21 quarters since.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.