GSWM
UPS icon

Golden State Wealth Management’s United Parcel Service UPS Stock Holding History

Golden State Wealth Management’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 		$255K Sell
2,369
-738
-24% -$76.7K 0.02% 382
2026
Q1 		$306K Buy
3,107
+493
+19% +$52.9K 0.03% 322
2025
Q4 		$259K Hold
2,614
– – 0.03% 348
2025
Q3 		$218K Buy
2,614
+1,262
+93% +$114K 0.02% 365
2025
Q2 		$136K Sell
1,352
-224
-14% -$22K 0.02% 422
2025
Q1 		$173K Buy
1,576
+599
+61% +$71.6K 0.03% 355
2024
Q4 		$123K Buy
+977
New +$129K 0.02% 395
2022
Q1 		$264K Sell
1,233
-2,033
-62% -$432K 0.05% 258
2021
Q4 		$700K Buy
3,266
+1,894
+138% +$385K 0.12% 165
2021
Q3 		$250K Sell
1,372
-6
-0.4% -$1.18K 0.05% 259
2021
Q2 		$287K Buy
1,378
+62
+5% +$12.4K 0.06% 234
2021
Q1 		$223K Sell
1,316
-2,556
-66% -$413K 0.07% 186
2020
Q4 		$652K Buy
3,872
+2,537
+190% +$428K 0.19% 106
2020
Q3 		$222K Sell
1,335
-2,879
-68% -$419K 0.07% 181
2020
Q2 		$469K Buy
4,214
+2,701
+179% +$270K 0.15% 103
2020
Q1 		$141K Buy
+1,513
New +$157K 0.06% 203
2019
Q4 		– Sell
-1,475
Closed -$177K – 883
2019
Q3 		$177K Sell
1,475
-137
-8% -$15.7K 0.06% 221
2019
Q2 		$166K Buy
1,612
+100
+7% +$10.4K 0.05% 247
2019
Q1 		$169K Buy
+1,512
New +$160K 0.06% 245

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Golden State Wealth Management's UPS Position: Q2 2026 in Review

Golden State Wealth Management reduced its United Parcel Service (UPS) stake by 24% in Q2 2026, selling an estimated $76.7K and leaving 2,369 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #382.

Golden State Wealth Management first reported a position in UPS in Q1 2019 and has held it in 19 quarters since. The position peaked at $700K in Q4 2021. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Golden State Wealth Management held 2,369 shares of United Parcel Service worth $255K as of Q2 2026.
  • Golden State Wealth Management sold 738 United Parcel Service shares in Q2 2026, an estimated $76.7K.
  • United Parcel Service made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #382 holding.
  • Golden State Wealth Management first reported a position in United Parcel Service in Q1 2019 and has held it in 19 quarters since.
  • Golden State Wealth Management's United Parcel Service position peaked at $700K in Q4 2021.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.