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Peak Retirement Planning »

United Parcel Service shares owned by Peak Retirement Planning

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

Historical chart of Peak Retirement Planning investment in United Parcel Service

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in United Parcel Service by Peak Retirement Planning

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$1.3M	14k	99.19

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iShares 0-3 Month Treasury Bond ETF Exchange Traded Fund (SGOV)

Invesco QQQ Trust, Series 1 Exchange Traded Fund (QQQ)

Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)

Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)

SPDR Gold MiniShares Trust Exchange Traded Fund (GLDM)

Vanguard Growth ETF Exchange Traded Fund (VUG)

State Street Communication Services Select Sector SPDR ETF Exchange Traded Fund (XLC)

State Street Energy Select Sector SPDR ETF Exchange Traded Fund (XLE)

State Street Materials Select Sector SPDR ETF Exchange Traded Fund (XLB)

State Street Real Estate Select Sector SPDR ETF Exchange Traded Fund (XLRE)

State Street Consumer Staples Select Sector SPDR ETF Exchange Traded Fund (XLP)

Vanguard S&P 500 ETF Exchange Traded Fund (VOO)

Vanguard Small-Cap Value ETF Exchange Traded Fund (VBR)

NVIDIA Corporation - Common Stock (NVDA)

Vanguard Value ETF Exchange Traded Fund (VTV)

View all positions for Peak Retirement Planning

Top funds holding United Parcel Service

State Street Corporation

Charles Schwab Investment Management

Geode Capital Management

Victory Capital Management

Susquehanna International

Norges Bank Investment Management

Citadel Advisors

Goldman Sachs Group

View all funds holding United Parcel Service

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