Bank of New Hampshire’s United Parcel Service UPS Stock Holding History

Bank of New Hampshire’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.4M	Sell	15,036 -19,456	-56%	-$2.04M	0.3%	81
2026 Q2	$3.71M	Hold	34,492	–	–	0.77%	38
2026 Q1	$3.39M	Hold	34,492	–	–	0.78%	33
2025 Q4	$3.42M	Sell	34,492 -100	-0.3%	-$9.35K	0.77%	34
2025 Q3	$2.89M	Hold	34,592	–	–	0.67%	49
2025 Q2	$3.49M	Buy	34,592 +35	+0.1%	+$3.44K	0.87%	28
2025 Q1	$3.8M	Sell	34,557 -1,010	-3%	-$121K	0.99%	26
2024 Q4	$4.48M	Hold	35,567	–	–	1.15%	22
2024 Q3	$4.85M	Sell	35,567 -3,214	-8%	-$422K	1.22%	21
2024 Q2	$5.31M	Buy	38,781 +1,301	+3%	+$186K	1.38%	18
2024 Q1	$5.57M	Sell	37,480 -356	-0.9%	-$54.1K	1.46%	13
2023 Q4	$5.95M	Hold	37,836	–	–	1.69%	10
2023 Q3	$5.9M	Sell	37,836 -60	-0.2%	-$10.4K	1.77%	9
2023 Q2	$6.79M	Buy	37,896 +6	+0%	+$1.06K	1.94%	8
2023 Q1	$7.35M	Hold	37,890	–	–	2.21%	6
2022 Q4	$6.59M	Hold	37,890	–	–	1.98%	6
2022 Q3	$6.12M	Sell	37,890 -192	-0.5%	-$36.4K	1.91%	7
2022 Q2	$6.95M	Sell	38,082 -76	-0.2%	-$13.9K	2.01%	6
2022 Q1	$8.18M	Hold	38,158	–	–	1.99%	7
2021 Q4	$8.18M	Buy	38,158 +176	+0.5%	+$35.8K	1.99%	8
2021 Q3	$7.9M	Hold	37,982	–	–	2.11%	6
2021 Q2	$7.9M	Buy	+37,982	New	+$7.6M	2.11%	6

Other funds holding UPS

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

AIMA

Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Bank of New Hampshire's UPS Position: Q3 2026 in Review

Bank of New Hampshire reduced its United Parcel Service (UPS) stake by 56% in Q3 2026, selling an estimated $2.04M and leaving 15,036 shares worth $1.4M. The position accounts for 0.3% of the portfolio, ranked #81.

Bank of New Hampshire first reported a position in UPS in Q2 2021 and has held it in 22 quarters since. The position peaked at $8.18M in Q1 2022. 34 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Bank of New Hampshire held 15,036 shares of United Parcel Service worth $1.4M as of Q3 2026.
Bank of New Hampshire sold 19,456 United Parcel Service shares in Q3 2026, an estimated $2.04M.
United Parcel Service made up 0.3% of Bank of New Hampshire's portfolio in Q3 2026, its #81 holding.
Bank of New Hampshire first reported a position in United Parcel Service in Q2 2021 and has held it in 22 quarters since.
Bank of New Hampshire's United Parcel Service position peaked at $8.18M in Q1 2022.
34 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Bank of New Hampshire's 13F filing for Q3 2026, filed 6 Oct 2026.