GC Wealth Management RIA’s United Parcel Service UPS Stock Holding History

GC Wealth Management RIA’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	$3.14M	Buy	29,185 +22,569	+341%	+$2.35M	0.18%	106
2026 Q1	$651K	Sell	6,616 -827	-11%	-$88.7K	0.03%	303
2025 Q4	$738K	Sell	7,443 -3,981	-35%	-$372K	0.03%	285
2025 Q3	$954K	Buy	11,424 +1,487	+15%	+$135K	0.03%	347
2025 Q2	$1M	Buy	9,937 +1,314	+15%	+$129K	0.08%	204
2025 Q1	$948K	Sell	8,623 -961	-10%	-$115K	0.17%	108
2024 Q4	$1.21M	Sell	9,584 -339	-3%	-$44.6K	0.21%	99
2024 Q3	$1.35M	Sell	9,923 -111	-1%	-$14.6K	0.24%	89
2024 Q2	$1.37M	Sell	10,034 -496	-5%	-$71K	0.27%	77
2024 Q1	$1.57M	Buy	10,530 +1,100	+12%	+$167K	0.31%	65
2023 Q4	$1.48M	Buy	+9,430	New	+$1.43M	0.67%	37

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

GC Wealth Management RIA's UPS Position: Q2 2026 in Review

GC Wealth Management RIA increased its United Parcel Service (UPS) stake by 341% in Q2 2026, buying an estimated $2.35M and bringing the position to 29,185 shares worth $3.14M. The position accounts for 0.18% of the portfolio, ranked #106.

GC Wealth Management RIA first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

GC Wealth Management RIA held 29,185 shares of United Parcel Service worth $3.14M as of Q2 2026.
GC Wealth Management RIA bought 22,569 United Parcel Service shares in Q2 2026, an estimated $2.35M.
United Parcel Service made up 0.18% of GC Wealth Management RIA's portfolio in Q2 2026, its #106 holding.
GC Wealth Management RIA first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.