GSWM
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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
2020
Q3 		– Sell
-3
Closed -$2K – 486
2020
Q2 		$2K Buy
+3
New +$299 ﹤0.01% 260

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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. 2,148 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.
  • 2,148 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.