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New Covenant Trust Company’s United Parcel Service UPS Stock Holding History

New Covenant Trust Company’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 		$276K Buy
2,950
+254
+9% +$26.7K 0.19% 89
2026
Q2 		$290K Buy
2,696
+337
+14% +$35K 0.22% 76
2026
Q1 		$232K Sell
2,359
-34
-1% -$3.65K 0.21% 83
2025
Q4 		$242K Sell
2,393
-140
-6% -$13.1K 0.22% 80
2025
Q3 		$212K Sell
2,533
-78
-3% -$7.07K 0.2% 85
2025
Q2 		$264K Hold
2,611
– – 0.24% 66
2025
Q1 		$286K Sell
2,611
-61
-2% -$7.29K 0.3% 58
2024
Q4 		$335K Buy
2,672
+11
+0.4% +$1.45K 0.33% 47
2024
Q3 		$357K Buy
2,661
+355
+15% +$46.6K 0.35% 44
2024
Q2 		$335K Sell
2,306
-18
-0.8% -$2.58K 0.38% 38
2024
Q1 		$345K Buy
+2,324
New +$353K 0.35% 43

Other funds holding UPS

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

New Covenant Trust Company's UPS Position: Q3 2026 in Review

New Covenant Trust Company increased its United Parcel Service (UPS) stake by 9.4% in Q3 2026, buying an estimated $26.7K and bringing the position to 2,950 shares worth $276K. The position accounts for 0.19% of the portfolio, ranked #89.

New Covenant Trust Company first reported a position in UPS in Q1 2024 and has held it in 11 quarters since. The position peaked at $357K in Q3 2024. 106 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • New Covenant Trust Company held 2,950 shares of United Parcel Service worth $276K as of Q3 2026.
  • New Covenant Trust Company bought 254 United Parcel Service shares in Q3 2026, an estimated $26.7K.
  • United Parcel Service made up 0.19% of New Covenant Trust Company's portfolio in Q3 2026, its #89 holding.
  • New Covenant Trust Company first reported a position in United Parcel Service in Q1 2024 and has held it in 11 quarters since.
  • New Covenant Trust Company's United Parcel Service position peaked at $357K in Q3 2024.
  • 106 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on New Covenant Trust Company's 13F filing for Q3 2026, filed 8 Oct 2026.