Fidelis Capital Partners’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Fidelis Capital Partners’s Portfolio DUHP Stock Details DUHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.68M	Sell	64,294 -100	-0.2%	-$3.99K	0.15%	114
2026 Q1	$2.37M	Hold	64,394	–	–	0.17%	108
2025 Q4	$2.45M	Sell	64,394 -1,900	-3%	-$72K	0.18%	103
2025 Q3	$2.5M	Hold	66,294	–	–	0.2%	92
2025 Q2	$2.41M	Sell	66,294 -1,255	-2%	-$41.9K	0.22%	83
2025 Q1	$2.18M	Buy	67,549 +25,439	+60%	+$874K	0.23%	82
2024 Q4	$1.46M	Buy	42,110 +13,473	+47%	+$466K	0.15%	121
2024 Q3	$985K	Buy	28,637 +10,535	+58%	+$345K	0.12%	153
2024 Q2	$558K	Buy	18,102 +3,176	+21%	+$98.7K	0.08%	202
2024 Q1	$472K	Buy	14,926 +7,710	+107%	+$231K	0.07%	219
2023 Q4	$206K	Buy	+7,216	New	+$193K	0.05%	308

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Fidelis Capital Partners's DUHP Position: Q2 2026 in Review

Fidelis Capital Partners reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 0.16% in Q2 2026, selling an estimated $3.99K and leaving 64,294 shares worth $2.68M. The position accounts for 0.15% of the portfolio, ranked #114.

Fidelis Capital Partners first reported a position in DUHP in Q4 2023 and has held it in 11 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Fidelis Capital Partners held 64,294 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $2.68M as of Q2 2026.
Fidelis Capital Partners sold 100 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $3.99K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.15% of Fidelis Capital Partners's portfolio in Q2 2026, its #114 holding.
Fidelis Capital Partners first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.