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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

New Covenant Trust Company's UPS Position: Q2 2026 in Review

New Covenant Trust Company increased its United Parcel Service (UPS) stake by 14% in Q2 2026, buying an estimated $35K and bringing the position to 2,696 shares worth $290K. The position accounts for 0.22% of the portfolio, ranked #76.

New Covenant Trust Company first reported a position in UPS in Q1 2024 and has held it in 10 quarters since. The position peaked at $357K in Q3 2024. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • New Covenant Trust Company held 2,696 shares of United Parcel Service worth $290K as of Q2 2026.
  • New Covenant Trust Company bought 337 United Parcel Service shares in Q2 2026, an estimated $35K.
  • United Parcel Service made up 0.22% of New Covenant Trust Company's portfolio in Q2 2026, its #76 holding.
  • New Covenant Trust Company first reported a position in United Parcel Service in Q1 2024 and has held it in 10 quarters since.
  • New Covenant Trust Company's United Parcel Service position peaked at $357K in Q3 2024.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on New Covenant Trust Company's 13F filing for Q2 2026, filed 14 Jul 2026.