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Advisornet Financial’s UL Solutions ULS Stock Holding History

Advisornet Financial’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
Q2 		$9.27K Sell
91
-40
-31% -$3.78K ﹤0.01% 1609
2026
Q1 		$11.2K Sell
131
-8
-6% -$631 ﹤0.01% 1510
2025
Q4 		$11K Buy
139
+12
+9% +$963 ﹤0.01% 1512
2025
Q3 		$9K Buy
+127
New +$8.66K ﹤0.01% 1552

Other funds holding ULS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JT
Jupiter Topco New York $245B AUM
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Advisornet Financial's ULS Position: Q2 2026 in Review

Advisornet Financial reduced its UL Solutions (ULS) stake by 31% in Q2 2026, selling an estimated $3.78K and leaving 91 shares worth $9.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

Advisornet Financial first reported a position in ULS in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.2K in Q1 2026. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Advisornet Financial held 91 shares of UL Solutions worth $9.27K as of Q2 2026.
  • Advisornet Financial sold 40 UL Solutions shares in Q2 2026, an estimated $3.78K.
  • UL Solutions made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1609 holding.
  • Advisornet Financial first reported a position in UL Solutions in Q3 2025 and has held it in 4 quarters since.
  • Advisornet Financial's UL Solutions position peaked at $11.2K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.