Position in UPS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,160,857
+$116,521 QoQ
Shares Held
20,101
-3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#726
of 2,129 holders
Holding Since
Jun 2023
13 quarters on record
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Summit Global Investments holds $2,160,857 across 1 Integrated Freight & Logistics name. UPS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
20,101 | $2,160,857 |
All Filings in UPS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,160,857 | 20,101 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,044,336 | 20,780 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,319,425 | 13,302 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $995,510 | 11,918 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,208,857 | 11,976 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,258,835 | 11,445 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $9,637,696 | 76,429 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,588,005 | 18,982 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $6,395,274 | 46,732 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,964,110 | 26,671 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $6,843,592 | 43,526 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,696,239 | 17,298 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $841,758 | 4,696 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||