Creative Planning
UPS icon

Creative Planning’s United Parcel Service UPS Stock Holding History

Creative Planning’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
2025
Q4 		– Sell
-500
Closed -$3.2K – 4117
2025
Q3 		$3.2K Buy
+500
New +$45.3K ﹤0.01% 3867
2021
Q2 		– Sell
-400
Closed -$4K – 2576
2021
Q1 		$4K Buy
+400
New +$64.7K ﹤0.01% 2528

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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.