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
2023 Q4	–	Sell	-1,500	Closed	-$13K	–	3086
2023 Q3	$13K	Hold	1,500	–	–	﹤0.01%	2627
2023 Q2	$2.09K	Hold	1,500	–	–	﹤0.01%	2597
2023 Q1	$4.72K	Hold	1,500	–	–	﹤0.01%	2488
2022 Q4	$11.7K	Hold	1,500	–	–	﹤0.01%	2344
2022 Q3	$35K	Hold	1,500	–	–	﹤0.01%	2142
2022 Q2	$8K	Sell	1,500 -700	-32%	-$128K	﹤0.01%	2206
2022 Q1	$6K	Buy	+2,200	New	+$467K	﹤0.01%	2238
2021 Q4	–	Sell	-2,200	Closed	-$11K	–	2221
2021 Q3	$11K	Hold	2,200	–	–	﹤0.01%	2069
2021 Q2	$4K	Buy	+2,200	New	+$440K	﹤0.01%	2036
2021 Q1	–	Sell	-3,200	Closed	-$5K	–	2726
2020 Q4	$5K	Buy	+3,200	New	+$540K	﹤0.01%	2264
2015 Q2	–	Sell	-5,100	Closed	-$12K	–	2926
2015 Q1	$12K	Buy	+5,100	New	+$523K	﹤0.01%	3092

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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.