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Morton Brown Family Wealth’s United Parcel Service UPS Stock Holding History

Morton Brown Family Wealth’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 		$16.2K Buy
151
+7
+5% +$728 ﹤0.01% 172
2026
Q1 		$14.2K Sell
144
-38
-21% -$4.08K ﹤0.01% 174
2025
Q4 		$18.1K Hold
182
– – ﹤0.01% 156
2025
Q3 		$15.2K Sell
182
-94
-34% -$8.51K ﹤0.01% 155
2025
Q2 		$27.9K Hold
276
– – 0.01% 132
2025
Q1 		$30.4K Hold
276
– – 0.01% 130
2024
Q4 		$34.8K Hold
276
– – 0.01% 120
2024
Q3 		$37.6K Sell
276
-6
-2% -$788 0.01% 108
2024
Q2 		$40.8K Sell
282
-10
-3% -$1.43K 0.02% 97
2024
Q1 		$43.4K Sell
292
-8
-3% -$1.22K 0.02% 90
2023
Q4 		$47.2K Hold
300
– – 0.02% 103
2023
Q3 		$46.8K Hold
300
– – 0.02% 81
2023
Q2 		$53.8K Hold
300
– – 0.03% 73
2023
Q1 		$58.2K Hold
300
– – 0.03% 72
2022
Q4 		$52.2K Sell
300
-12
-4% -$2.08K 0.04% 73
2022
Q3 		$50K Sell
312
-28
-8% -$5.3K 0.04% 66
2022
Q2 		$62K Buy
340
+40
+13% +$7.3K 0.05% 61
2022
Q1 		$64K Sell
300
-16
-5% -$3.4K 0.05% 63
2021
Q4 		$68K Buy
+316
New +$64.3K 0.05% 65

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Morton Brown Family Wealth's UPS Position: Q2 2026 in Review

Morton Brown Family Wealth increased its United Parcel Service (UPS) stake by 4.9% in Q2 2026, buying an estimated $728 and bringing the position to 151 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #172.

Morton Brown Family Wealth first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $68K in Q4 2021. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Morton Brown Family Wealth held 151 shares of United Parcel Service worth $16.2K as of Q2 2026.
  • Morton Brown Family Wealth bought 7 United Parcel Service shares in Q2 2026, an estimated $728.
  • United Parcel Service made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #172 holding.
  • Morton Brown Family Wealth first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • Morton Brown Family Wealth's United Parcel Service position peaked at $68K in Q4 2021.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.