Goldstone Financial Group, LLC

Position in UPS — United Parcel Service Inc

CIK 2040021 OAKBROOK TERRACE, IL

Position in UPS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$906,225

+$73,242 QoQ

Shares Held

8,430

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,054

of 2,129 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Goldstone Financial Group, LLC holds $1,133,870 across 2 Integrated Freight & Logistics names. UPS ranks #1 (79.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	UPS	United Parcel Service Inc This page	8,430	$906,225
2	FDX	Fedex Corp	727	$227,645

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$906,225	8,430	-0.4%	Shares	Sole	2026-08-11
2026-03-31	$832,983	8,467	+0.0%	Shares	Sole	2026-04-24
2025-12-31	$839,742	8,466	-22.0%	Shares	Sole	2026-02-13
2025-09-30	$906,300	10,850	+0.0%	Shares	Sole	2025-10-17
2025-06-30	$1,094,997	10,848	+12.4%	Shares	Sole	2025-07-08
2025-03-31	$1,061,843	9,654	+0.0%	Shares	Sole	2025-04-16
2024-12-31	$1,217,243	9,653	+0.3%	Shares	Sole	2025-01-15
2024-09-30	$1,312,681	9,628	-0.0%	Shares	Sole	2024-10-28
2024-06-30	$1,317,728	9,629	+48.9%	Shares	Sole	2025-01-15
2024-03-31	$961,190	6,467	-0.6%	Shares	Sole	2025-01-15
2023-12-31	$1,023,410	6,509	+0.8%	Shares	Sole	2025-01-15
2023-09-30	$1,006,920	6,460	-2.6%	Shares	Sole	2025-01-15
2023-06-30	$1,189,323	6,635	-1.3%	Shares	Sole	2025-01-15
2023-03-31	$1,304,194	6,723	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.