Turtle Creek Wealth Advisors’s United Parcel Service UPS Stock Holding History

Turtle Creek Wealth Advisors’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	$851K	Buy	7,920 +2,768	+54%	+$288K	0.04%	180
2026 Q1	$507K	Buy	5,152 +730	+17%	+$78.3K	0.04%	227
2025 Q4	$439K	Buy	4,422 +1,879	+74%	+$176K	0.03%	242
2025 Q3	$212K	Sell	2,543 -177	-7%	-$16K	0.02%	345
2025 Q2	$275K	Buy	+2,720	New	+$268K	0.03%	223
2024 Q1	–	Sell	-641	Closed	-$101K	–	780
2023 Q4	$101K	Buy	+641	New	+$96.9K	0.03%	197

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Turtle Creek Wealth Advisors's UPS Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its United Parcel Service (UPS) stake by 54% in Q2 2026, buying an estimated $288K and bringing the position to 7,920 shares worth $851K. The position accounts for 0.04% of the portfolio, ranked #180.

Turtle Creek Wealth Advisors first reported a position in UPS in Q4 2023 and has held it in 6 quarters since. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Turtle Creek Wealth Advisors held 7,920 shares of United Parcel Service worth $851K as of Q2 2026.
Turtle Creek Wealth Advisors bought 2,768 United Parcel Service shares in Q2 2026, an estimated $288K.
United Parcel Service made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #180 holding.
Turtle Creek Wealth Advisors first reported a position in United Parcel Service in Q4 2023 and has held it in 6 quarters since.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.