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Clear Creek Financial Management’s United Parcel Service UPS Stock Holding History

Clear Creek Financial Management’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 		$1.9M Buy
17,654
+94
+0.5% +$9.77K 0.12% 176
2026
Q1 		$1.73M Buy
17,560
+2,048
+13% +$220K 0.13% 166
2025
Q4 		$1.54M Sell
15,512
-414
-3% -$38.7K 0.13% 167
2025
Q3 		$1.33M Buy
15,926
+1,121
+8% +$102K 0.12% 189
2025
Q2 		$1.49M Buy
14,805
+5,814
+65% +$572K 0.14% 162
2025
Q1 		$989K Buy
8,991
+1,271
+16% +$152K 0.1% 190
2024
Q4 		$974K Buy
7,720
+4,672
+153% +$615K 0.11% 197
2024
Q3 		$416K Buy
3,048
+441
+17% +$57.9K 0.05% 294
2024
Q2 		$357K Sell
2,607
-12
-0.5% -$1.72K 0.04% 304
2024
Q1 		$389K Buy
+2,619
New +$398K 0.05% 284
2023
Q4 		– Sell
-1,347
Closed -$210K – 372
2023
Q3 		$210K Buy
1,347
+20
+2% +$3.45K 0.04% 289
2023
Q2 		$238K Buy
1,327
+70
+6% +$12.4K 0.04% 277
2023
Q1 		$244K Buy
+1,257
New +$231K 0.05% 252
2021
Q3 		– Sell
-22,161
Closed -$4.61M – 369
2021
Q2 		$4.61M Buy
+22,161
New +$4.43M 0.71% 35

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

Clear Creek Financial Management's UPS Position: Q2 2026 in Review

Clear Creek Financial Management increased its United Parcel Service (UPS) stake by 0.54% in Q2 2026, buying an estimated $9.77K and bringing the position to 17,654 shares worth $1.9M. The position accounts for 0.12% of the portfolio, ranked #176.

Clear Creek Financial Management first reported a position in UPS in Q2 2021 and has held it in 14 quarters since. The position peaked at $4.61M in Q2 2021. 774 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Clear Creek Financial Management held 17,654 shares of United Parcel Service worth $1.9M as of Q2 2026.
  • Clear Creek Financial Management bought 94 United Parcel Service shares in Q2 2026, an estimated $9.77K.
  • United Parcel Service made up 0.12% of Clear Creek Financial Management's portfolio in Q2 2026, its #176 holding.
  • Clear Creek Financial Management first reported a position in United Parcel Service in Q2 2021 and has held it in 14 quarters since.
  • Clear Creek Financial Management's United Parcel Service position peaked at $4.61M in Q2 2021.
  • 774 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.