Advisor OS’s UL Solutions ULS Stock Holding History

Advisor OS’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 Q1	–	Sell	-3,477	Closed	-$274K	–	641
2025 Q4	$274K	Buy	3,477 +147	+4%	+$11.8K	0.02%	399
2025 Q3	$236K	Buy	+3,330	New	+$227K	0.02%	410

Other funds holding ULS

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Advisor OS's ULS Position: Q1 2026 in Review

Advisor OS sold out of UL Solutions (ULS) in Q1 2026, closing a stake of 3,477 shares — an estimated $274K sold.

Advisor OS first reported a position in ULS in Q3 2025 and held it in 2 quarters. The position peaked at $274K in Q4 2025. 370 funds tracked by Wall St. Rank hold ULS as of Q1 2026.

Advisor OS reported no remaining UL Solutions position as of Q1 2026 after selling out during the quarter.
Advisor OS sold 3,477 UL Solutions shares in Q1 2026, an estimated $274K.
Advisor OS first reported a position in UL Solutions in Q3 2025 and held it in 2 quarters.
Advisor OS's UL Solutions position peaked at $274K in Q4 2025.
370 funds tracked by Wall St. Rank held UL Solutions as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.