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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

UPS holding history

United Parcel Service Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPS overviewAll 13F holders of UPSFull Q2 2026 holdings

Shares (Q2 2026)
355,913
Value
$38.3M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UPS by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026355,913$38.3M<0.1%+16,166+4.8%AddedHolders
Q1 2026339,747$33.4M<0.1%+22,491+7.1%AddedHolders
Q4 2025317,256$31.5M<0.1%+74,490+30.7%AddedHolders
Q3 2025242,766$20.3M<0.1%−11,424−4.5%ReducedHolders
Q2 2025254,190$25.7M<0.1%+21,465+9.2%AddedHolders
Q1 2025232,725$25.6M<0.1%−14,633−5.9%ReducedHolders
Q4 2024247,358$31.2M<0.1%+1,819+0.7%AddedHolders
Q3 2024245,539$33.4M<0.1%+8,320+3.5%AddedHolders
Q2 2024237,219$32.5M<0.1%−3,515−1.5%ReducedHolders
Q1 2024240,734$35.8M<0.1%−91,226−27.5%ReducedHolders
Q4 2023331,960$52.2M0.1%+94,243+39.6%AddedHolders
Q3 2023237,717$37.1M<0.1%+15,180+6.8%AddedHolders
Q2 2023222,537$39.9M0.1%+961+0.4%AddedHolders
Q1 2023221,576$43.0M0.1%+2,620+1.2%AddedHolders
Q4 2022218,956$38.1M0.1%+948+0.4%AddedHolders
Q3 2022218,008$35.2M0.1%+1,356+0.6%AddedHolders
Q2 2022216,652$39.5M0.1%−26,837−11.0%ReducedHolders
Q1 2022243,489$52.2M0.1%+40,607+20.0%AddedHolders
Q4 2021202,882$43.5M0.1%−3,391−1.6%ReducedHolders
Q3 2021206,273$37.6M0.1%+45,193+28.1%AddedHolders
Q2 2021161,080$33.5M0.1%−72,773−31.1%ReducedHolders
Q1 2021233,853$39.8M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.