HM Payson & Co’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

HM Payson & Co’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	$108K	Hold	2,600	–	–	﹤0.01%	552
2026 Q1	$95.6K	Hold	2,600	–	–	﹤0.01%	566
2025 Q4	$98.9K	Hold	2,600	–	–	﹤0.01%	562
2025 Q3	$98.2K	Hold	2,600	–	–	﹤0.01%	566
2025 Q2	$92.5K	Hold	2,600	–	–	﹤0.01%	547
2025 Q1	$86.2K	Sell	2,600 -3,500	-57%	-$120K	﹤0.01%	545
2024 Q4	$206K	Hold	6,100	–	–	﹤0.01%	416
2024 Q3	$208K	Sell	6,100 -7,960	-57%	-$261K	﹤0.01%	412
2024 Q2	$450K	Hold	14,060	–	–	0.01%	288
2024 Q1	$444K	Hold	14,060	–	–	0.01%	297
2023 Q4	$402K	Buy	+14,060	New	+$376K	0.01%	297

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 $7.7B AUM 11.59% 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

HM Payson & Co's DUHP Position: Q2 2026 in Review

HM Payson & Co held its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) position steady in Q2 2026 at 2,600 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

HM Payson & Co first reported a position in DUHP in Q4 2023 and has held it in 11 quarters since. The position peaked at $450K in Q2 2024. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

HM Payson & Co held 2,600 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $108K as of Q2 2026.
HM Payson & Co left its U.S. High Relative Profitability Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. High Relative Profitability Portfolio ETF Class Shares made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #552 holding.
HM Payson & Co 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.
HM Payson & Co's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $450K in Q2 2024.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.