Position in UPS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$402,480
+$34,244 QoQ
Shares Held
3,744
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,413
of 2,129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Summit Asset Management, LLC holds $4,736,234 across 4 Integrated Freight & Logistics names. UPS ranks #4 (8.5% of the industry book) .
All Filings in UPS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,480 | 3,744 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $368,236 | 3,743 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $371,268 | 3,743 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $317,581 | 3,802 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $386,297 | 3,827 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $442,929 | 4,027 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $513,479 | 4,072 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $589,261 | 4,322 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $510,039 | 3,727 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $553,944 | 3,727 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $558,480 | 3,552 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $556,611 | 3,571 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $640,101 | 3,571 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $694,290 | 3,579 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $622,173 | 3,579 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $578,151 | 3,579 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $642,358 | 3,519 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $717,154 | 3,344 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $716,752 | 3,344 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $608,942 | 3,344 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $695,451 | 3,344 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $568,276 | 3,343 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $562,961 | 3,343 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $557,044 | 3,343 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $362,669 | 3,262 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $303,147 | 3,245 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||