Creative Planning

Position in UPS — United Parcel Service Inc

CIK 1540235 OVERLAND PARK, KS

Back to UPS Full portfolio

Position in UPS

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$33,424,309

+$1,955,687 QoQ

Shares Held

339,747

+7.1% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.6613744933730099.ToString("F0")% Shared 0.ToString("F0")% None 99.33862550662698.ToString("F0")%

Common Shares in UPS Over Time

Shares Held

Position Value (USD)

Derivatives in UPS

reported options exposure · as of Sep 30, 2025

CallValue

$41,765

CallShares

500

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Integrated Freight & Logistics

Industrials · as of Mar 31, 2026

Creative Planning holds $123,194,626 across 13 Integrated Freight & Logistics names. UPS ranks #2 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp	134,941	$48,063,284
2	UPS	United Parcel Service Inc This page	339,747	$33,424,309
3	JBHT	Hunt J B Transport Services Inc	78,063	$16,541,549
4	CHRW	C. H. Robinson Worldwide, Inc.	46,900	$7,788,683
5	EXPD	Expeditors International Of Washington Inc	45,880	$6,571,392
6	LSTR	Landstar System Inc	34,086	$5,464,326
7	HUBG	Hub Group, Inc.	72,169	$2,600,970
8	GXO	GXO Logistics, Inc.	13,220	$685,457

All Filings in UPS

Export CSV

38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$33,424,309	339,747	+7.1%	Shares	Defined	2026-05-12
2025-12-31	$31,468,622	317,256	+63351.2%	Shares	Defined	2026-02-17
2025-09-30	$41,765	500	-99.8%	Call	Sole	2025-11-14
2025-09-30	$20,278,243	242,766	-4.5%	Shares	Sole	2025-11-14
2025-06-30	$25,657,938	254,190	+9.2%	Shares	Sole	2025-08-08
2025-03-31	$25,597,422	232,725	-5.9%	Shares	Sole	2025-05-15
2024-12-31	$31,191,843	247,358	+0.7%	Shares	Defined	2025-02-14
2024-09-30	$33,476,786	245,539	+3.5%	Shares	Sole	2024-10-11
2024-06-30	$32,463,411	237,219	-1.5%	Shares	Defined	2024-08-15
2024-03-31	$35,780,294	240,734	-27.5%	Shares	Defined	2024-05-13
2023-12-31	$52,194,070	331,960	+22030.7%	Shares	Defined	2024-02-14
2023-09-30	$233,805	1,500	-99.4%	Put	Sole	2023-11-16
2023-09-30	$37,052,947	237,717	+6.8%	Shares	Sole	2023-11-16
2023-06-30	$39,889,756	222,537	+14735.8%	Shares	Sole	2023-07-21
2023-06-30	$268,875	1,500	-99.3%	Put	Sole	2023-07-21
2023-03-31	$42,983,527	221,576	+14671.7%	Shares	Sole	2023-05-15
2023-03-31	$290,985	1,500	-99.3%	Put	Sole	2023-05-15
2022-12-31	$38,063,311	218,956	+14497.1%	Shares	Sole	2023-02-10
2022-12-31	$260,760	1,500	-99.3%	Put	Sole	2023-02-10
2022-09-30	$35,217,012	218,008	+14433.9%	Shares	Sole	2022-11-03
2022-09-30	$242,310	1,500	-99.3%	Put	Sole	2022-11-03
2022-06-30	$39,547,656	216,652	+14343.5%	Shares	Sole	2022-08-15
2022-06-30	$273,810	1,500	-99.4%	Put	Sole	2022-08-15
2022-03-31	$52,218,650	243,489	+10967.7%	Shares	Sole	2022-05-16
2022-03-31	$471,812	2,200	-98.9%	Put	Sole	2022-05-16
2021-12-31	$43,485,727	202,882	-1.6%	Shares	Sole	2022-02-11
2021-09-30	$37,562,313	206,273	+9276.0%	Shares	Sole	2021-11-10
2021-09-30	$400,620	2,200	0.0%	Put	Sole	2021-11-10
2021-06-30	$457,534	2,200	-98.6%	Put	Sole	2021-08-04
2021-06-30	$33,499,806	161,080	+40170.0%	Shares	Sole	2021-08-04
2021-03-31	$67,996	400	-87.5%	Call	Sole	2021-04-30
2021-03-31	$543,968	3,200	-98.6%	Put	Sole	2021-04-30
2021-03-31	$39,752,671	233,853	+25.5%	Shares	Sole	2021-04-30
2020-12-31	$31,376,624	186,322	+5722.6%	Shares	Sole	2021-01-29
2020-12-31	$538,880	3,200	-98.2%	Put	Sole	2021-01-29
2020-09-30	$29,811,606	178,909	+9.3%	Shares	Sole	2020-11-05
2020-06-30	$18,206,725	163,759	+0.1%	Shares	Sole	2020-07-23
2020-03-31	$15,289,117	163,660	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.