Hoxton Planning & Management, LLC
- SEC CIK
- 0001954782
- Latest filing
- Jul 16, 2026
UPS holding history
United Parcel Service Inc in every 13F filed by Hoxton Planning & Management, LLC, 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)
- 5,982
- Value
- $643.1K
- % of portfolio
- 0.2%
- Quarters held
- 8
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 5,982 | $643.1K | 0.2% | +756+14.5% | Added | Holders |
| Q1 2026 | 5,226 | $514.1K | 0.2% | +645+14.1% | Added | Holders |
| Q4 2025 | 4,581 | $454.4K | 0.1% | +774+20.3% | Added | Holders |
| Q3 2025 | 3,807 | $318.0K | 0.1% | +478+14.4% | Added | Holders |
| Q2 2025 | 3,329 | $336.0K | 0.1% | +1,494+81.4% | Added | Holders |
| Q1 2025 | 1,835 | $201.9K | 0.1% | −76−4.0% | Reduced | Holders |
| Q4 2024 | 1,911 | $240.9K | 0.1% | +23+1.2% | Added | Holders |
| Q3 2024 | 1,888 | $257.4K | 0.1% | +1,888 | New | Holders |