SUMMIT WEALTH GROUP LLC / CO
Position in UPS — United Parcel Service Inc
CIK 2081278
COLORADO SPRINGS, CO
Position in UPS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,921,132
+$316,260 QoQ
Shares Held
17,871
+9.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#763
of 2,129 holders
Holding Since
Jun 2025
5 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 WEALTH GROUP LLC / CO holds $2,214,534 across 2 Integrated Freight & Logistics names. UPS ranks #1 (86.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
17,871 | $1,921,132 | |
| 2 | FDX |
Fedex Corp
|
937 | $293,402 |
All Filings in UPS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,921,132 | 17,871 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,604,872 | 16,313 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,584,262 | 15,972 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $388,581 | 4,652 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,607,267 | 15,923 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||