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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldstone Financial Group's UPS Position: Q1 2026 in Review

Goldstone Financial Group increased its United Parcel Service (UPS) stake by 0.01% in Q1 2026, buying an estimated $107 and bringing the position to 8,467 shares worth $833K. The position accounts for 0.09% of the portfolio, ranked #132.

Goldstone Financial Group first reported a position in UPS in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.32M in Q2 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Goldstone Financial Group held 8,467 shares of United Parcel Service worth $833K as of Q1 2026.
Goldstone Financial Group bought 1 United Parcel Service share in Q1 2026, an estimated $107.
United Parcel Service made up 0.09% of Goldstone Financial Group's portfolio in Q1 2026, its #132 holding.
Goldstone Financial Group first reported a position in United Parcel Service in Q1 2023 and has held it in 13 quarters since.
Goldstone Financial Group's United Parcel Service position peaked at $1.32M in Q2 2024.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.