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United Parcel Service shares owned by Holistic Planning

Quarter-by-quarter ownership of United Parcel Service (UPS) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in United Parcel Service

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All positions including United Parcel Service held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in United Parcel Service by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $295k 2.2k 136.34
2024-06-30 $294k 2.0k 148.63
2024-03-31 $294k 2.0k 148.63

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View all positions for Holistic Planning

Top funds holding United Parcel Service

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Geode Capital Management
International Assets Investment Management
Bank of America Corporation
Goldman Sachs Group
Franklin Resources
Amundi
Citadel Advisors
Morgan Stanley
Northern Trust

View all funds holding United Parcel Service