MCB
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Morton Community Bank’s United Parcel Service UPS Stock Holding History

Morton Community Bank’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 		$3.58M Buy
33,270
+1,443
+5% +$150K 0.73% 70
2026
Q1 		$3.13M Buy
31,827
+260
+0.8% +$27.9K 0.68% 80
2025
Q4 		$3.35M Buy
31,567
+1,590
+5% +$149K 0.72% 76
2025
Q3 		$2.89M Buy
29,977
+2,962
+11% +$268K 0.67% 83
2025
Q2 		$2.73M Buy
27,015
+1,210
+5% +$119K 0.68% 83
2025
Q1 		$2.84M Buy
25,805
+10,776
+72% +$1.29M 0.74% 80
2024
Q4 		$1.9M Buy
+15,029
New +$1.98M 0.5% 89

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

Morton Community Bank's UPS Position: Q2 2026 in Review

Morton Community Bank increased its United Parcel Service (UPS) stake by 4.5% in Q2 2026, buying an estimated $150K and bringing the position to 33,270 shares worth $3.58M. The position accounts for 0.73% of the portfolio, ranked #70.

Morton Community Bank first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Morton Community Bank held 33,270 shares of United Parcel Service worth $3.58M as of Q2 2026.
  • Morton Community Bank bought 1,443 United Parcel Service shares in Q2 2026, an estimated $150K.
  • United Parcel Service made up 0.73% of Morton Community Bank's portfolio in Q2 2026, its #70 holding.
  • Morton Community Bank first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.