SXL
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Summit X LLC’s United Parcel Service UPS Stock Holding History

Summit X LLC’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
Q3 		– Sell
-43,620
Closed -$4.4M – 219
2025
Q2 		$4.4M Buy
43,620
+23,943
+122% +$2.36M 0.82% 28
2025
Q1 		$2.16M Buy
19,677
+9,509
+94% +$1.14M 0.46% 43
2024
Q4 		$1.28M Sell
10,168
-1,428
-12% -$188K 0.28% 71
2024
Q3 		$1.59M Sell
11,596
-587
-5% -$77.1K 0.39% 53
2024
Q2 		$1.67M Buy
12,183
+2,317
+23% +$332K 0.38% 57
2024
Q1 		$1.47M Buy
9,866
+755
+8% +$115K 0.38% 57
2023
Q4 		$1.43M Buy
9,111
+6,377
+233% +$964K 0.41% 50
2023
Q3 		$426K Sell
2,734
-1,096
-29% -$189K 0.14% 114
2023
Q2 		$688K Buy
3,830
+347
+10% +$61.6K 0.17% 123
2023
Q1 		$675K Buy
3,483
+90
+3% +$16.5K 0.17% 117
2022
Q4 		$620K Sell
3,393
-202
-6% -$35K 0.18% 121
2022
Q3 		$580K Buy
3,595
+200
+6% +$37.9K 0.17% 136
2022
Q2 		$623K Buy
3,395
+5
+0.1% +$912 0.18% 120
2022
Q1 		$726K Buy
3,390
+73
+2% +$15.5K 0.18% 117
2021
Q4 		$711K Buy
3,317
+145
+5% +$29.5K 0.17% 125
2021
Q3 		$575K Buy
3,172
+37
+1% +$7.3K 0.14% 148
2021
Q2 		$656K Buy
3,135
+45
+1% +$9K 0.17% 134
2021
Q1 		$526K Sell
3,090
-54
-2% -$8.73K 0.14% 149
2020
Q4 		$527K Buy
+3,144
New +$531K 0.16% 141
2020
Q2 		$544K Sell
4,885
-483
-9% -$48.2K 0.2% 112
2020
Q1 		$501K Sell
5,368
-11
-0.2% -$1.14K 0.23% 103
2019
Q4 		$633K Buy
5,379
+652
+14% +$77.2K 0.24% 109
2019
Q3 		$569K Sell
4,727
-5
-0.1% -$572 0.23% 123
2019
Q2 		$489K Sell
4,732
-109
-2% -$11.3K 0.2% 123
2019
Q1 		$540K Sell
4,841
-9,347
-66% -$991K 0.23% 116
2018
Q4 		$1.35M Buy
14,188
+3,876
+38% +$420K 0.78% 30
2018
Q3 		$1.22M Buy
10,312
+2,119
+26% +$249K 0.6% 42
2018
Q2 		$868K Buy
+8,193
New +$920K 0.48% 44

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit X LLC's UPS Position: Q3 2025 in Review

Summit X LLC sold out of United Parcel Service (UPS) in Q3 2025, closing a stake of 43,620 shares — an estimated $4.4M sold.

Summit X LLC first reported a position in UPS in Q2 2018 and held it in 28 quarters. The position peaked at $4.4M in Q2 2025. 1,946 funds tracked by Wall St. Rank hold UPS as of Q3 2025.

  • Summit X LLC reported no remaining United Parcel Service position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 43,620 United Parcel Service shares in Q3 2025, an estimated $4.4M.
  • Summit X LLC first reported a position in United Parcel Service in Q2 2018 and held it in 28 quarters.
  • Summit X LLC's United Parcel Service position peaked at $4.4M in Q2 2025.
  • 1,946 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.