Creative Planning’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
Other funds holding UPS
Creative Planning's UPS Position: Q2 2026 in Review
Creative Planning increased its United Parcel Service (UPS) stake by 4.8% in Q2 2026, buying an estimated $1.68M and bringing the position to 355,913 shares worth $38.3M. The position accounts for 0.02% of the portfolio, ranked #289.
Creative Planning first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $52.2M in Q1 2022. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- Creative Planning held 355,913 shares of United Parcel Service worth $38.3M as of Q2 2026.
- Creative Planning bought 16,166 United Parcel Service shares in Q2 2026, an estimated $1.68M.
- United Parcel Service made up 0.02% of Creative Planning's portfolio in Q2 2026, its #289 holding.
- Creative Planning first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
- Creative Planning's United Parcel Service position peaked at $52.2M in Q1 2022.
- 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.