Turtle Creek Wealth Advisors, LLC
Position in UPS — United Parcel Service Inc
CIK 2007171
DALLAS, TX
Position in UPS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$851,400
+$344,547 QoQ
Shares Held
7,920
+53.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,081
of 2,129 holders
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Turtle Creek Wealth Advisors, LLC holds $2,110,211 across 3 Integrated Freight & Logistics names. UPS ranks #1 (40.3% of the industry book) .
All Filings in UPS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $851,400 | 7,920 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $506,853 | 5,152 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $438,618 | 4,422 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $212,416 | 2,543 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $274,556 | 2,720 | Shares | Sole | 2025-07-28 | |
| 2023-12-31 | $100,784 | 641 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||