Meredith Wealth Planning
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Meredith Wealth Planning’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Meredith Wealth Planning’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
Q3 		– Sell
-1,189,266
Closed -$49.6M – 82
2026
Q2 		$49.6M Sell
1,189,266
-10,356
-0.9% -$413K 11.71% 3
2026
Q1 		$44.1M Buy
1,199,622
+323,440
+37% +$12.4M 11.95% 2
2025
Q4 		$33.3M Sell
876,182
-239
-0% -$9.05K 9.92% 3
2025
Q3 		$33.1M Buy
876,421
+51,853
+6% +$1.9M 10.49% 2
2025
Q2 		$29.3M Buy
824,568
+63,942
+8% +$2.13M 10.65% 2
2025
Q1 		$25.2M Buy
760,626
+33,887
+5% +$1.16M 11.12% 2
2024
Q4 		$24.6M Buy
726,739
+38,921
+6% +$1.35M 10.95% 2
2024
Q3 		$23.4M Buy
687,818
+23,943
+4% +$784K 11.18% 2
2024
Q2 		$21.2M Buy
663,875
+85,047
+15% +$2.64M 11.13% 2
2024
Q1 		$18.3M Buy
578,828
+54,941
+10% +$1.65M 10.21% 2
2023
Q4 		$15M Buy
523,887
+299,470
+133% +$8.01M 9.32% 3
2023
Q3 		$5.77M Buy
224,417
+64,341
+40% +$1.72M 4.29% 6
2023
Q2 		$4.25M Buy
160,076
+19,158
+14% +$483K 3.46% 7
2023
Q1 		$3.54M Buy
140,918
+17,171
+14% +$425K 2.85% 7
2022
Q4 		$2.97M Buy
+123,747
New +$2.93M 2.56% 6

Other funds holding DUHP

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Meredith Wealth Planning's DUHP Position: Q3 2026 in Review

Meredith Wealth Planning sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2026, closing a stake of 1,189,266 shares — an estimated $49.6M sold.

Meredith Wealth Planning first reported a position in DUHP in Q4 2022 and held it in 15 quarters. The position peaked at $49.6M in Q2 2026. 74 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

  • Meredith Wealth Planning reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • Meredith Wealth Planning sold 1,189,266 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $49.6M.
  • Meredith Wealth Planning first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2022 and held it in 15 quarters.
  • Meredith Wealth Planning's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $49.6M in Q2 2026.
  • 74 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.