GFG
UPS icon

Goldstone Financial Group’s United Parcel Service UPS Stock Holding History

Goldstone Financial Group’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 		$906K Sell
8,430
-37
-0.4% -$3.85K 0.08% 130
2026
Q1 		$833K Buy
8,467
+1
+0% +$107 0.09% 132
2025
Q4 		$840K Sell
8,466
-2,384
-22% -$223K 0.09% 127
2025
Q3 		$906K Buy
10,850
+2
+0% +$181 0.11% 118
2025
Q2 		$1.13M Buy
10,848
+1,194
+12% +$117K 0.15% 89
2025
Q1 		$1.06M Buy
9,654
+1
+0% +$120 0.16% 83
2024
Q4 		$1.22M Buy
9,653
+25
+0.3% +$3.29K 0.19% 79
2024
Q3 		$1.31M Sell
9,628
-1
-0% -$131 0.23% 72
2024
Q2 		$1.32M Buy
9,629
+3,162
+49% +$453K 0.26% 66
2024
Q1 		$961K Sell
6,467
-42
-0.6% -$6.38K 0.22% 72
2023
Q4 		$1.02M Buy
6,509
+49
+0.8% +$7.41K 0.26% 69
2023
Q3 		$1.01M Sell
6,460
-175
-3% -$30.2K 0.3% 67
2023
Q2 		$1.19M Sell
6,635
-88
-1% -$15.6K 0.35% 55
2023
Q1 		$1.3M Buy
+6,723
New +$1.23M 0.43% 45

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 $3.37T AUM 44.26% 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

Goldstone Financial Group's UPS Position: Q2 2026 in Review

Goldstone Financial Group reduced its United Parcel Service (UPS) stake by 0.44% in Q2 2026, selling an estimated $3.85K and leaving 8,430 shares worth $906K. The position accounts for 0.08% of the portfolio, ranked #130.

Goldstone Financial Group first reported a position in UPS in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.32M in Q2 2024. 2,144 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Goldstone Financial Group held 8,430 shares of United Parcel Service worth $906K as of Q2 2026.
  • Goldstone Financial Group sold 37 United Parcel Service shares in Q2 2026, an estimated $3.85K.
  • United Parcel Service made up 0.08% of Goldstone Financial Group's portfolio in Q2 2026, its #130 holding.
  • Goldstone Financial Group first reported a position in United Parcel Service in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's United Parcel Service position peaked at $1.32M in Q2 2024.
  • 2,144 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.