SummitTX Capital’s United Parcel Service UPS Stock Holding History

SummitTX Capital’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	–	Sell	-6,573	Closed	-$647K	–	1028
2026 Q1	$647K	Sell	6,573 -85,463	-93%	-$9.17M	0.02%	526
2025 Q4	$9.13M	Buy	92,036 +43,563	+90%	+$4.07M	0.28%	83
2025 Q3	$4.05M	Buy	48,473 +35,840	+284%	+$3.25M	0.17%	138
2025 Q2	$1.28M	Sell	12,633 -20,177	-61%	-$1.99M	0.05%	325
2025 Q1	$3.61M	Buy	+32,810	New	+$3.92M	0.16%	155

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 $3.38T AUM 44.17% 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

SummitTX Capital's UPS Position: Q2 2026 in Review

SummitTX Capital sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 6,573 shares — an estimated $647K sold.

SummitTX Capital first reported a position in UPS in Q1 2025 and held it in 5 quarters. The position peaked at $9.13M in Q4 2025. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

SummitTX Capital reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
SummitTX Capital sold 6,573 United Parcel Service shares in Q2 2026, an estimated $647K.
SummitTX Capital first reported a position in United Parcel Service in Q1 2025 and held it in 5 quarters.
SummitTX Capital's United Parcel Service position peaked at $9.13M in Q4 2025.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.