GWM
UPS icon

GSB Wealth Management’s United Parcel Service UPS Stock Holding History

GSB 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 		$706K Buy
6,565
+100
+2% +$10.4K 0.14% 127
2026
Q1 		$636K Buy
6,465
+5
+0.1% +$536 0.14% 127
2025
Q4 		$641K Buy
6,460
+3,846
+147% +$360K 0.14% 123
2025
Q3 		$218K Sell
2,614
-1,584
-38% -$143K 0.05% 213
2025
Q2 		$424K Sell
4,198
-1,040
-20% -$102K 0.1% 154
2025
Q1 		$576K Sell
5,238
-4,914
-48% -$588K 0.15% 128
2024
Q4 		$1.28M Sell
10,152
-2,113
-17% -$278K 0.33% 91
2024
Q3 		$1.67M Sell
12,265
-9,118
-43% -$1.2M 0.43% 76
2024
Q2 		$2.93M Buy
21,383
+295
+1% +$42.2K 0.8% 34
2024
Q1 		$3.13M Sell
21,088
-561
-3% -$85.3K 0.88% 30
2023
Q4 		$3.4M Sell
21,649
-1,438
-6% -$217K 1.05% 21
2023
Q3 		$3.6M Buy
23,087
+482
+2% +$83.2K 1.2% 13
2023
Q2 		$4.05M Buy
22,605
+86
+0.4% +$15.3K 1.32% 12
2023
Q1 		$4.37M Sell
22,519
-96
-0.4% -$17.6K 1.43% 11
2022
Q4 		$3.93M Sell
22,615
-2,046
-8% -$354K 1.4% 14
2022
Q3 		$3.98M Sell
24,661
-195
-0.8% -$36.9K 1.44% 10
2022
Q2 		$4.54M Buy
24,856
+9,423
+61% +$1.72M 1.55% 7
2022
Q1 		$3.31M Buy
15,433
+1,917
+14% +$407K 0.97% 27
2021
Q4 		$2.9M Buy
+13,516
New +$2.75M 0.83% 32
2021
Q3 		– Sell
-13,454
Closed -$2.8M – 215
2021
Q2 		$2.8M Sell
13,454
-117
-0.9% -$23.4K 0.87% 30
2021
Q1 		$2.31M Buy
+13,571
New +$2.2M 0.77% 40

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

GSB Wealth Management's UPS Position: Q2 2026 in Review

GSB Wealth Management increased its United Parcel Service (UPS) stake by 1.5% in Q2 2026, buying an estimated $10.4K and bringing the position to 6,565 shares worth $706K. The position accounts for 0.14% of the portfolio, ranked #127.

GSB Wealth Management first reported a position in UPS in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.54M in Q2 2022. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • GSB Wealth Management held 6,565 shares of United Parcel Service worth $706K as of Q2 2026.
  • GSB Wealth Management bought 100 United Parcel Service shares in Q2 2026, an estimated $10.4K.
  • United Parcel Service made up 0.14% of GSB Wealth Management's portfolio in Q2 2026, its #127 holding.
  • GSB Wealth Management first reported a position in United Parcel Service in Q1 2021 and has held it in 21 quarters since.
  • GSB Wealth Management's United Parcel Service position peaked at $4.54M in Q2 2022.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.