Creative Planning’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $33.4M | Buy |
339,747
+22,491
| +7% | +$2.41M | 0.02% | 290 |
|
|
2025
Q4 | $31.5M | Buy |
317,256
+74,490
| +31% | +$6.97M | 0.02% | 280 |
|
|
2025
Q3 | $20.3M | Sell |
242,766
-11,424
| -4% | -$1.03M | 0.02% | 359 |
|
|
2025
Q2 | $25.7M | Buy |
254,190
+21,465
| +9% | +$2.11M | 0.02% | 288 |
|
|
2025
Q1 | $25.6M | Sell |
232,725
-14,633
| -6% | -$1.75M | 0.02% | 268 |
|
|
2024
Q4 | $31.2M | Buy |
247,358
+1,819
| +0.7% | +$239K | 0.03% | 217 |
|
|
2024
Q3 | $33.4M | Buy |
245,539
+8,320
| +4% | +$1.09M | 0.03% | 197 |
|
|
2024
Q2 | $32.5M | Sell |
237,219
-3,515
| -1% | -$503K | 0.03% | 194 |
|
|
2024
Q1 | $35.8M | Sell |
240,734
-91,226
| -27% | -$13.9M | 0.04% | 171 |
|
|
2023
Q4 | $52.2M | Buy |
331,960
+94,243
| +40% | +$14.2M | 0.1% | 121 |
|
|
2023
Q3 | $37.1M | Buy |
237,717
+15,180
| +7% | +$2.62M | 0.05% | 160 |
|
|
2023
Q2 | $39.9M | Buy |
222,537
+961
| +0.4% | +$171K | 0.05% | 135 |
|
|
2023
Q1 | $43M | Buy |
221,576
+2,620
| +1% | +$481K | 0.06% | 125 |
|
|
2022
Q4 | $38.1M | Buy |
218,956
+948
| +0.4% | +$164K | 0.06% | 130 |
|
|
2022
Q3 | $35.2M | Buy |
218,008
+1,356
| +0.6% | +$257K | 0.06% | 123 |
|
|
2022
Q2 | $39.5M | Sell |
216,652
-26,837
| -11% | -$4.89M | 0.07% | 123 |
|
|
2022
Q1 | $52.2M | Buy |
243,489
+40,607
| +20% | +$8.63M | 0.08% | 106 |
|
|
2021
Q4 | $43.5M | Sell |
202,882
-3,391
| -2% | -$690K | 0.07% | 107 |
|
|
2021
Q3 | $37.6M | Buy |
206,273
+45,193
| +28% | +$8.92M | 0.07% | 110 |
|
|
2021
Q2 | $33.5M | Sell |
161,080
-72,773
| -31% | -$14.6M | 0.06% | 114 |
|
|
2021
Q1 | $39.8M | Buy |
233,853
+47,531
| +26% | +$7.69M | 0.08% | 96 |
|
|
2020
Q4 | $31.4M | Buy |
186,322
+7,413
| +4% | +$1.25M | 0.07% | 117 |
|
|
2020
Q3 | $29.8M | Buy |
178,909
+15,150
| +9% | +$2.21M | 0.08% | 101 |
|
|
2020
Q2 | $18.2M | Buy |
163,759
+99
| +0.1% | +$9.88K | 0.05% | 128 |
|
|
2020
Q1 | $15.3M | Buy |
163,660
+1,656
| +1% | +$172K | 0.05% | 127 |
|
|
2019
Q4 | $19M | Sell |
162,004
-21,106
| -12% | -$2.5M | 0.06% | 126 |
|
|
2019
Q3 | $21.9M | Buy |
183,110
+8,098
| +5% | +$926K | 0.07% | 108 |
|
|
2019
Q2 | $18.1M | Buy |
175,012
+25,668
| +17% | +$2.67M | 0.06% | 122 |
|
|
2019
Q1 | $16.7M | Sell |
149,344
-7,788
| -5% | -$826K | 0.06% | 119 |
|
|
2018
Q4 | $15.3M | Buy |
157,132
+6,915
| +5% | +$750K | 0.06% | 118 |
|
|
2018
Q3 | $17.5M | Buy |
150,217
+866
| +0.6% | +$102K | 0.07% | 111 |
|
|
2018
Q2 | $15.9M | Sell |
149,351
-45,252
| -23% | -$5.08M | 0.06% | 113 |
|
|
2018
Q1 | $20.4M | Sell |
194,603
-8,271
| -4% | -$956K | 0.08% | 89 |
|
|
2017
Q4 | $24.2M | Buy |
202,874
+9,287
| +5% | +$1.09M | 0.1% | 81 |
|
|
2017
Q3 | $23.2M | Buy |
193,587
+5,715
| +3% | +$650K | 0.11% | 84 |
|
|
2017
Q2 | $20.8M | Sell |
187,872
-5,930
| -3% | -$634K | 0.11% | 85 |
|
|
2017
Q1 | $20.8M | Buy |
193,802
+22,182
| +13% | +$2.42M | 0.11% | 81 |
|
|
2016
Q4 | $19.7M | Buy |
171,620
+1,426
| +0.8% | +$161K | 0.12% | 86 |
|
|
2016
Q3 | $18.6M | Buy |
170,194
+16,006
| +10% | +$1.75M | 0.12% | 86 |
|
|
2016
Q2 | $16.6M | Buy |
154,188
+4,298
| +3% | +$447K | 0.12% | 80 |
|
|
2016
Q1 | $15.8M | Buy |
149,890
+9,076
| +6% | +$882K | 0.12% | 80 |
|
|
2015
Q4 | $13.6M | Buy |
140,814
+41,614
| +42% | +$4.25M | 0.11% | 88 |
|
|
2015
Q3 | $9.79M | Buy |
99,200
+18,846
| +23% | +$1.86M | 0.09% | 98 |
|
|
2015
Q2 | $7.79M | Sell |
80,354
-1,250
| -2% | -$124K | 0.07% | 115 |
|
|
2015
Q1 | $7.91M | Buy |
81,604
+35,690
| +78% | +$3.66M | 0.07% | 113 |
|
|
2014
Q4 | $5.1M | Buy |
45,914
+3,088
| +7% | +$326K | 0.05% | 142 |
|
|
2014
Q3 | $4.21M | Buy |
42,826
+1,272
| +3% | +$126K | 0.05% | 146 |
|
|
2014
Q2 | $4.27M | Sell |
41,554
-10,465
| -20% | -$1.05M | 0.06% | 135 |
|
|
2014
Q1 | $5.07M | Sell |
52,019
-2,384
| -4% | -$232K | 0.08% | 105 |
|
|
2013
Q4 | $5.72M | Buy |
54,403
+15,732
| +41% | +$1.55M | 0.1% | 92 |
|
|
2013
Q3 | $3.53M | Buy |
38,671
+14,187
| +58% | +$1.25M | 0.07% | 99 |
|
|
2013
Q2 | $2.12M | Buy |
+24,484
| New | +$2.1M | 0.05% | 127 |
|
Other funds holding UPS
VCM
VPM
Creative Planning's UPS Position: Q1 2026 in Review
Creative Planning increased its United Parcel Service (UPS) stake by 7.1% in Q1 2026, buying an estimated $2.41M and bringing the position to 339,747 shares worth $33.4M. The position accounts for 0.02% of the portfolio, ranked #290.
Creative Planning first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $52.2M in Q1 2022. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Creative Planning held 339,747 shares of United Parcel Service worth $33.4M as of Q1 2026.
- Creative Planning bought 22,491 United Parcel Service shares in Q1 2026, an estimated $2.41M.
- United Parcel Service made up 0.02% of Creative Planning's portfolio in Q1 2026, its #290 holding.
- Creative Planning first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's United Parcel Service position peaked at $52.2M in Q1 2022.
- 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.