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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
Q1 		$1.6M Buy
16,313
+341
+2% +$36.6K 0.17% 78
2025
Q4 		$1.58M Buy
+15,972
New +$1.49M 0.21% 68
2025
Q3 		– Sell
-15,923
Closed -$1.61M – 438
2025
Q2 		$1.61M Buy
+15,923
New +$1.57M 0.4% 61

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 Wealth Group (Colorado)'s UPS Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its United Parcel Service (UPS) stake by 2.1% in Q1 2026, buying an estimated $36.6K and bringing the position to 16,313 shares worth $1.6M. The position accounts for 0.17% of the portfolio, ranked #78.

Summit Wealth Group (Colorado) first reported a position in UPS in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.61M in Q2 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Summit Wealth Group (Colorado) held 16,313 shares of United Parcel Service worth $1.6M as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 341 United Parcel Service shares in Q1 2026, an estimated $36.6K.
  • United Parcel Service made up 0.17% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #78 holding.
  • Summit Wealth Group (Colorado) first reported a position in United Parcel Service in Q2 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s United Parcel Service position peaked at $1.61M in Q2 2025.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.