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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
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
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

SummitTX Capital's UPS Position: Q1 2026 in Review

SummitTX Capital reduced its United Parcel Service (UPS) stake by 93% in Q1 2026, selling an estimated $9.17M and leaving 6,573 shares worth $647K. The position accounts for 0.02% of the portfolio, ranked #526.

SummitTX Capital first reported a position in UPS in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.13M in Q4 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • SummitTX Capital held 6,573 shares of United Parcel Service worth $647K as of Q1 2026.
  • SummitTX Capital sold 85,463 United Parcel Service shares in Q1 2026, an estimated $9.17M.
  • United Parcel Service made up 0.02% of SummitTX Capital's portfolio in Q1 2026, its #526 holding.
  • SummitTX Capital first reported a position in United Parcel Service in Q1 2025 and has held it in 5 quarters since.
  • SummitTX Capital's United Parcel Service position peaked at $9.13M in Q4 2025.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.