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Moody National Bank Trust Division’s United Parcel Service UPS Stock Holding History

Moody National Bank Trust Division’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 		$357K Buy
3,321
+71
+2% +$7.38K 0.03% 391
2026
Q1 		$320K Buy
3,250
+519
+19% +$55.7K 0.03% 408
2025
Q4 		$271K Sell
2,731
-358
-12% -$33.5K 0.03% 424
2025
Q3 		$258K Sell
3,089
-1,029
-25% -$93.2K 0.02% 444
2025
Q2 		$416K Sell
4,118
-383
-9% -$37.7K 0.04% 361
2025
Q1 		$495K Sell
4,501
-22
-0.5% -$2.63K 0.05% 340
2024
Q4 		$570K Sell
4,523
-6,740
-60% -$887K 0.06% 333
2024
Q3 		$1.54M Buy
11,263
+1,972
+21% +$259K 0.16% 151
2024
Q2 		$1.27M Buy
9,291
+178
+2% +$25.5K 0.1% 152
2024
Q1 		$1.35M Buy
9,113
+71
+0.8% +$10.8K 0.11% 149
2023
Q4 		$1.42M Sell
9,042
-9,684
-52% -$1.46M 0.11% 138
2023
Q3 		$2.92M Buy
18,726
+2,056
+12% +$355K 0.19% 76
2023
Q2 		$2.99M Buy
16,670
+142
+0.9% +$25.2K 0.2% 72
2023
Q1 		$3.21M Buy
16,528
+25
+0.2% +$4.59K 0.27% 62
2022
Q4 		$2.87M Buy
16,503
+216
+1% +$37.4K 0.25% 65
2022
Q3 		$2.63M Buy
16,287
+1,951
+14% +$369K 0.27% 68
2022
Q2 		$2.62M Sell
14,336
-190
-1% -$34.7K 0.28% 64
2022
Q1 		$3.12M Sell
14,526
-1,764
-11% -$375K 0.1% 73
2021
Q4 		$3.49M Sell
16,290
-47,676
-75% -$9.7M 0.1% 76
2021
Q3 		$11.6M Sell
63,966
-51
-0.1% -$10.1K 0.17% 71
2021
Q2 		$13.3M Sell
64,017
-108
-0.2% -$21.6K 0.27% 63
2021
Q1 		$10.9M Buy
64,125
+252
+0.4% +$40.8K 0.26% 69
2020
Q4 		$10.8M Hold
63,873
– – 0.28% 68
2020
Q3 		$10.6M Hold
63,873
– – 0.33% 66
2020
Q2 		$7.1M Buy
63,873
+844
+1% +$84.3K 0.22% 87
2020
Q1 		$5.89M Sell
63,029
-681
-1% -$70.6K 0.21% 90
2019
Q4 		$7.46M Sell
63,710
-295
-0.5% -$34.9K 0.2% 86
2019
Q3 		$7.67M Buy
64,005
+482
+0.8% +$55.1K 0.22% 80
2019
Q2 		$6.56M Sell
63,523
-29,030
-31% -$3.02M 0.19% 94
2019
Q1 		$10.3M Sell
92,553
-245
-0.3% -$26K 0.28% 60
2018
Q4 		$9.05M Buy
92,798
+466
+0.5% +$50.5K 0.26% 63
2018
Q3 		$10.8M Buy
92,332
+83,745
+975% +$9.86M 0.27% 59
2018
Q2 		$912K Hold
8,587
– – 0.04% 79
2018
Q1 		$899K Sell
8,587
-175
-2% -$20.2K 0.05% 79
2017
Q4 		$1.04M Hold
8,762
– – 0.05% 70
2017
Q3 		$1.05M Sell
8,762
-2,625
-23% -$298K 0.05% 66
2017
Q2 		$1.26M Sell
11,387
-25
-0.2% -$2.67K 0.06% 63
2017
Q1 		$1.22M Sell
11,412
-215
-2% -$23.5K 0.06% 63
2016
Q4 		$1.33M Hold
11,627
– – 0.06% 59
2016
Q3 		$1.27M Hold
11,627
– – 0.07% 59
2016
Q2 		$1.25M Hold
11,627
– – 0.07% 58
2016
Q1 		$1.23M Hold
11,627
– – 0.08% 53
2015
Q4 		$1.12M Hold
11,627
– – 0.08% 53
2015
Q3 		$1.15M Sell
11,627
-300
-3% -$29.6K 0.09% 48
2015
Q2 		$1.16M Hold
11,927
– – 0.09% 52
2015
Q1 		$1.16M Buy
11,927
+157
+1% +$16.1K 0.09% 55
2014
Q4 		$1.31M Sell
11,770
-405
-3% -$42.7K 0.09% 54
2014
Q3 		$1.2M Buy
12,175
+280
+2% +$27.8K 0.08% 57
2014
Q2 		$1.22M Sell
11,895
-260
-2% -$26.1K 0.08% 55
2014
Q1 		$1.18M Sell
12,155
-350
-3% -$34.1K 0.08% 55
2013
Q4 		$1.31M Sell
12,505
-60
-0.5% -$5.91K 0.09% 49
2013
Q3 		$1.15M Sell
12,565
-490
-4% -$43.1K 0.09% 54
2013
Q2 		$1.13M Buy
+13,055
New +$1.12M 0.09% 50

Other funds holding UPS

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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Moody National Bank Trust Division's UPS Position: Q2 2026 in Review

Moody National Bank Trust Division increased its United Parcel Service (UPS) stake by 2.2% in Q2 2026, buying an estimated $7.38K and bringing the position to 3,321 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #391.

Moody National Bank Trust Division first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.3M in Q2 2021. 750 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Moody National Bank Trust Division held 3,321 shares of United Parcel Service worth $357K as of Q2 2026.
  • Moody National Bank Trust Division bought 71 United Parcel Service shares in Q2 2026, an estimated $7.38K.
  • United Parcel Service made up 0.03% of Moody National Bank Trust Division's portfolio in Q2 2026, its #391 holding.
  • Moody National Bank Trust Division first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • Moody National Bank Trust Division's United Parcel Service position peaked at $13.3M in Q2 2021.
  • 750 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.