Morton Brown Family Wealth, LLC

Position in UPS — United Parcel Service Inc

CIK 1909851 ALLENTOWN, PA

Position in UPS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$16,232

+$2,066 QoQ

Shares Held

151

+4.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,999

of 2,129 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Morton Brown Family Wealth, LLC holds $17,786 across 3 Integrated Freight & Logistics names. UPS ranks #1 (91.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc This page	151	$16,232
2	FDX	Fedex Corp	4	$1,252
3	FDXF	FedEx Freight Holding Company, Inc.	2	$302

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,232	151	+4.9%	Shares	Sole	2026-07-21
2026-03-31	$14,166	144	-20.9%	Shares	Sole	2026-04-21
2025-12-31	$18,052	182	0.0%	Shares	Sole	2026-01-28
2025-09-30	$15,202	182	-34.1%	Shares	Sole	2025-10-21
2025-06-30	$27,859	276	0.0%	Shares	Sole	2025-07-24
2025-03-31	$30,357	276	0.0%	Shares	Sole	2025-04-25
2024-12-31	$34,803	276	0.0%	Shares	Sole	2025-01-31
2024-09-30	$37,629	276	-2.1%	Shares	Sole	2024-10-24
2024-06-30	$38,591	282	-3.4%	Shares	Sole	2024-07-30
2024-03-31	$43,399	292	-2.7%	Shares	Sole	2024-04-23
2023-12-31	$47,169	300	0.0%	Shares	Sole	2024-01-29
2023-09-30	$46,761	300	0.0%	Shares	Sole	2023-10-18
2023-06-30	$53,775	300	0.0%	Shares	Sole	2023-07-25
2023-03-31	$58,197	300	0.0%	Shares	Sole	2023-04-26
2022-12-31	$52,152	300	-3.8%	Shares	Sole	2023-02-02
2022-09-30	$50,400	312	-8.2%	Shares	Sole	2022-10-31
2022-06-30	$62,063	340	+13.3%	Shares	Sole	2022-07-21
2022-03-31	$64,338	300	-5.1%	Shares	Sole	2022-04-20
2021-12-31	$67,731	316	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.