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Creative Planning UPS Position History
United Parcel Service, Inc. • Industrials
Quarters held
11
Latest value
$32.4M
Q3 2026
Peak value
$38M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $267K |
| Q3 2025 | $20M |
| Q3 2025 | $3K |
| Q4 2025 | $31.1M |
| Q4 2025 | $373K |
| Q1 2026 | $324K |
| Q1 2026 | $33.1M |
| Q2 2026 | $226K |
| Q2 2026 | $38M |
| Q3 2026 | $194K |
| Q3 2026 | $32.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $32.4M | 346.6K | — | — |
| Q3 2026 | $194K | 2.1K | — | — |
| Q2 2026 | $38M | 353.8K | — | — |
| Q2 2026 | $226K | 2.1K | — | — |
| Q1 2026 | $33.1M | 336.4K | — | — |
| Q1 2026 | $324K | 3.3K | — | — |
| Q4 2025 | $373K | 3.8K | — | — |
| Q4 2025 | $31.1M | 313.5K | — | — |
| Q3 2025 | $3K | 500 | — | — |
| Q3 2025 | $20M | 239.6K | — | — |
| Q3 2025 | $267K | 3.2K | — | — |