Superior Planning, LLC’s UL Solutions ULS Stock Holding History

Superior Planning, LLC’s Portfolio ULS Stock Details ULS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.82K	Buy	+43	New	+$3.37K	﹤0.01%	1437

Other funds holding ULS

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Superior Planning, LLC's ULS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in UL Solutions (ULS) in Q3 2026: 43 shares worth $2.82K. The stake represents ﹤0.01% of the portfolio and ranks #1437 among its holdings.

241 funds tracked by Wall St. Rank hold ULS as of Q3 2026.

Superior Planning, LLC held 43 shares of UL Solutions worth $2.82K as of Q3 2026.
UL Solutions was a new Superior Planning, LLC position in Q3 2026.
UL Solutions made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1437 holding.
241 funds tracked by Wall St. Rank held UL Solutions as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.