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Golden State Equity Partners’s United Parcel Service UPS Stock Holding History

Golden State Equity Partners’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 		– Sell
-4,030
Closed -$397K – 1663
2026
Q1 		$397K Buy
4,030
+1,695
+73% +$182K 0.03% 510
2025
Q4 		$232K Buy
+2,335
New +$218K 0.04% 453
2025
Q3 		– Sell
-2,147
Closed -$217K – 479
2025
Q2 		$217K Sell
2,147
-649
-23% -$63.9K 0.04% 399
2025
Q1 		$308K Buy
2,796
+2
+0.1% +$239 0.06% 333
2024
Q4 		$352K Buy
2,794
+2,229
+395% +$293K 0.07% 302
2024
Q3 		$77K Sell
565
-4,468
-89% -$587K 0.04% 316
2024
Q2 		$689K Buy
+5,033
New +$721K 0.14% 161
2023
Q4 		$784K Sell
4,986
-614
-11% -$92.8K 0.19% 125
2023
Q3 		$873K Sell
5,600
-144
-3% -$24.9K 0.24% 104
2023
Q2 		$1.03M Buy
5,744
+2,509
+78% +$445K 0.29% 84
2023
Q1 		$628K Buy
+3,235
New +$593K 0.34% 80
2022
Q1 		$371K Buy
1,729
+326
+23% +$69.3K 0.19% 132
2021
Q4 		$301K Sell
1,403
-161
-10% -$32.7K 0.15% 126
2021
Q3 		$285K Buy
1,564
+89
+6% +$17.6K 0.12% 179
2021
Q2 		$307K Sell
1,475
-76
-5% -$15.2K 0.12% 176
2021
Q1 		$264K Sell
1,551
-85
-5% -$13.7K 0.15% 136
2020
Q4 		$275K Buy
+1,636
New +$276K 0.19% 129

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Golden State Equity Partners's UPS Position: Q2 2026 in Review

Golden State Equity Partners sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 4,030 shares — an estimated $397K sold.

Golden State Equity Partners first reported a position in UPS in Q4 2020 and held it in 17 quarters. The position peaked at $1.03M in Q2 2023. 1,098 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Golden State Equity Partners reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 4,030 United Parcel Service shares in Q2 2026, an estimated $397K.
  • Golden State Equity Partners first reported a position in United Parcel Service in Q4 2020 and held it in 17 quarters.
  • Golden State Equity Partners's United Parcel Service position peaked at $1.03M in Q2 2023.
  • 1,098 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.