FUBT
UPS icon

First United Bank & Trust’s United Parcel Service UPS Stock Holding History

First United Bank & Trust’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 		$45.2K Hold
420
– – 0.01% 255
2026
Q1 		$41.3K Hold
420
– – 0.01% 246
2025
Q4 		$41.7K Buy
420
+75
+22% +$7.01K 0.01% 243
2025
Q3 		$28.8K Sell
345
-20
-5% -$1.81K 0.01% 267
2025
Q2 		$36.8K Sell
365
-960
-72% -$94.4K 0.01% 245
2025
Q1 		$146K Sell
1,325
-3,080
-70% -$368K 0.05% 160
2024
Q4 		$555K Sell
4,405
-1,045
-19% -$138K 0.2% 92
2024
Q3 		$743K Sell
5,450
-620
-10% -$81.4K 0.27% 81
2024
Q2 		$831K Sell
6,070
-175
-3% -$25.1K 0.31% 74
2024
Q1 		$928K Sell
6,245
-346
-5% -$52.6K 0.34% 73
2023
Q4 		$1.04M Sell
6,591
-292
-4% -$44.1K 0.41% 68
2023
Q3 		$1.07M Sell
6,883
-50
-0.7% -$8.63K 0.5% 63
2023
Q2 		$1.24M Sell
6,933
-20
-0.3% -$3.55K 0.55% 53
2023
Q1 		$1.35M Buy
6,953
+92
+1% +$16.9K 0.63% 49
2022
Q4 		$1.19M Sell
6,861
-402
-6% -$69.6K 0.58% 48
2022
Q3 		$1.17M Sell
7,263
-212
-3% -$40.1K 0.59% 49
2022
Q2 		$1.36M Sell
7,475
-135
-2% -$24.6K 0.63% 48
2022
Q1 		$1.63M Sell
7,610
-21
-0.3% -$4.46K 0.64% 52
2021
Q4 		$1.64M Sell
7,631
-372
-5% -$75.7K 0.6% 50
2021
Q3 		$1.46M Sell
8,003
-438
-5% -$86.5K 0.59% 53
2021
Q2 		$1.75M Sell
8,441
-444
-5% -$88.8K 0.73% 45
2021
Q1 		$1.51M Sell
8,885
-43
-0.5% -$6.96K 0.65% 50
2020
Q4 		$1.5M Sell
8,928
-110
-1% -$18.6K 0.73% 48
2020
Q3 		$1.51M Sell
9,038
-300
-3% -$43.7K 0.84% 40
2020
Q2 		$1.04M Sell
9,338
-400
-4% -$39.9K 0.61% 55
2020
Q1 		$910K Sell
9,738
-425
-4% -$44K 0.65% 55
2019
Q4 		$1.19M Sell
10,163
-249
-2% -$29.5K 0.69% 51
2019
Q3 		$1.25M Sell
10,412
-2,352
-18% -$269K 0.78% 48
2019
Q2 		$1.32M Sell
12,764
-317
-2% -$33K 0.78% 51
2019
Q1 		$1.46M Sell
13,081
-110
-0.8% -$11.7K 0.9% 41
2018
Q4 		$1.29M Buy
13,191
+646
+5% +$70K 0.9% 46
2018
Q3 		$1.47M Sell
12,545
-208
-2% -$24.5K 0.92% 45
2018
Q2 		$1.35M Sell
12,753
-387
-3% -$43.5K 0.9% 45
2018
Q1 		$1.38M Sell
13,140
-205
-2% -$23.7K 0.9% 46
2017
Q4 		$1.59M Sell
13,345
-15
-0.1% -$1.76K 1.04% 37
2017
Q3 		$1.6M Buy
13,360
+4,475
+50% +$509K 1.07% 35
2017
Q2 		$983K Buy
8,885
+795
+10% +$85K 0.67% 57
2017
Q1 		$868K Buy
8,090
+440
+6% +$48.1K 0.61% 59
2016
Q4 		$877K Buy
7,650
+50
+0.7% +$5.63K 0.66% 55
2016
Q3 		$831K Buy
7,600
+335
+5% +$36.6K 0.69% 52
2016
Q2 		$783K Buy
+7,265
New +$756K 0.68% 53

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

First United Bank & Trust's UPS Position: Q2 2026 in Review

First United Bank & Trust held its United Parcel Service (UPS) position steady in Q2 2026 at 420 shares worth $45.2K. The position accounts for 0.01% of the portfolio, ranked #255.

First United Bank & Trust first reported a position in UPS in Q2 2016 and has held it in 41 quarters since. The position peaked at $1.75M in Q2 2021. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • First United Bank & Trust held 420 shares of United Parcel Service worth $45.2K as of Q2 2026.
  • First United Bank & Trust left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.01% of First United Bank & Trust's portfolio in Q2 2026, its #255 holding.
  • First United Bank & Trust first reported a position in United Parcel Service in Q2 2016 and has held it in 41 quarters since.
  • First United Bank & Trust's United Parcel Service position peaked at $1.75M in Q2 2021.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.