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Duckhorn Portfolio shares owned by Glassman Wealth Services

Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Glassman Wealth Services from 13F filings

Historical chart of Glassman Wealth Services investment in Duckhorn Portfolio

Tip: Access up to 7 years of quarterly data

All positions including Duckhorn Portfolio held by Glassman Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duckhorn Portfolio by Glassman Wealth Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $424 43 9.86

More positions owned by Glassman Wealth Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
NVR (NVR)
Dimensional Etf Trust World Ex Us Core (DFAX)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Snap-on Incorporated (SNA)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Etf (IWB)
Tesla Motors (TSLA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Glassman Wealth Services

Top funds holding Duckhorn Portfolio

Select Equity
Vanguard Group
Massachusetts Financial Services
Dimensional Fund Advisors
Royal Bank of Canada
Assenagon Asset Management
River Road Asset Management
Citadel Advisors
Goldman Sachs Group
Marshall Wace
Chilton Investment
Two Sigma Advisers
Charles Schwab Investment Management
Kennedy Capital Management
Deutsche Bank Aktiengesellschaft

View all funds holding Duckhorn Portfolio