Creative Planning

Position in UPS — United Parcel Service Inc

CIK 1540235 OVERLAND PARK, KS

Back to UPS Full portfolio

Position in UPS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$38,260,647

+$4,836,338 QoQ

Shares Held

355,913

+4.8% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#142

of 2,129 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Common Shares in UPS Over Time

Shares Held

Position Value (USD)

Derivatives in UPS

reported options exposure · as of Sep 30, 2025

CallValue

$3,200

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 Jun 30, 2026

Creative Planning holds $151,610,263 across 15 Integrated Freight & Logistics names. UPS ranks #2 (25.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp	141,097	$44,181,703
2	UPS	United Parcel Service Inc This page	355,913	$38,260,647
3	JBHT	Hunt J B Transport Services Inc	87,011	$25,183,593
4	FDXF	FedEx Freight Holding Company, Inc.	67,843	$10,244,293
5	CHRW	C. H. Robinson Worldwide, Inc.	48,573	$9,148,238
6	EXPD	Expeditors International Of Washington Inc	54,461	$8,876,052
7	LSTR	Landstar System Inc	41,082	$8,496,168
8	HUBG	Hub Group, Inc.	65,277	$2,858,479

All Filings in UPS

Export CSV

39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,260,647	355,913	+4.8%	Shares	Defined	2026-08-13
2026-03-31	$33,424,309	339,747	+7.1%	Shares	Defined	2026-05-12
2025-12-31	$31,468,622	317,256	+30.7%	Shares	Defined	2026-02-17
2025-09-30	$3,200	500	+25.0%	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	$33,411,816	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	+39.6%	Shares	Defined	2024-02-14
2023-09-30	$13,021	1,500	0.0%	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	+0.4%	Shares	Sole	2023-07-21
2023-06-30	$2,093	1,500	0.0%	Put	Sole	2023-07-21
2023-03-31	$42,983,527	221,576	+1.2%	Shares	Sole	2023-05-15
2023-03-31	$4,725	1,500	0.0%	Put	Sole	2023-05-15
2022-12-31	$38,063,311	218,956	+0.4%	Shares	Sole	2023-02-10
2022-12-31	$11,737	1,500	0.0%	Put	Sole	2023-02-10
2022-09-30	$35,217,012	218,008	+0.6%	Shares	Sole	2022-11-03
2022-09-30	$35,000	1,500	0.0%	Put	Sole	2022-11-03
2022-06-30	$39,547,656	216,652	-11.0%	Shares	Sole	2022-08-15
2022-06-30	$8,000	1,500	-31.8%	Put	Sole	2022-08-15
2022-03-31	$52,218,650	243,489	+20.0%	Shares	Sole	2022-05-16
2022-03-31	$6,000	2,200	0.0%	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	+28.1%	Shares	Sole	2021-11-10
2021-09-30	$11,000	2,200	0.0%	Put	Sole	2021-11-10
2021-06-30	$4,000	2,200	-31.2%	Put	Sole	2021-08-04
2021-06-30	$33,499,806	161,080	-31.1%	Shares	Sole	2021-08-04
2021-03-31	$4,000	400	—	Call	Sole	2021-04-30
2021-03-31	$543,968	3,200	0.0%	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	+4.1%	Shares	Sole	2021-01-29
2020-12-31	$173,400	3,200	—	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.