Summit Wealth Group (Colorado)’s United Parcel Service UPS Stock Holding History

Summit Wealth Group (Colorado)’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 Q2	$1.92M	Buy	17,871 +1,558	+10%	+$162K	0.16%	82
2026 Q1	$1.6M	Buy	16,313 +341	+2%	+$36.6K	0.17%	78
2025 Q4	$1.58M	Buy	15,972 +11,320	+243%	+$1.06M	0.21%	68
2025 Q3	$725K	Sell	4,652 -11,271	-71%	-$1.02M	0.08%	210
2025 Q2	$1.61M	Buy	+15,923	New	+$1.57M	0.4%	61

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 Wealth Group (Colorado)'s UPS Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its United Parcel Service (UPS) stake by 9.6% in Q2 2026, buying an estimated $162K and bringing the position to 17,871 shares worth $1.92M. The position accounts for 0.16% of the portfolio, ranked #82.

Summit Wealth Group (Colorado) first reported a position in UPS in Q2 2025 and has held it in 5 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Summit Wealth Group (Colorado) held 17,871 shares of United Parcel Service worth $1.92M as of Q2 2026.
Summit Wealth Group (Colorado) bought 1,558 United Parcel Service shares in Q2 2026, an estimated $162K.
United Parcel Service made up 0.16% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #82 holding.
Summit Wealth Group (Colorado) first reported a position in United Parcel Service in Q2 2025 and has held it in 5 quarters since.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.