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Allworth Financial’s UL Solutions ULS Stock Holding History

Allworth 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 		$20.7K Buy
203
+14
+7% +$1.32K ﹤0.01% 3170
2026
Q1 		$16.2K Buy
189
+108
+133% +$8.52K ﹤0.01% 3146
2025
Q4 		$6.39K Sell
81
-75
-48% -$6.02K ﹤0.01% 3566
2025
Q3 		$11.1K Buy
156
+130
+500% +$8.86K ﹤0.01% 3080
2025
Q2 		$1.9K Sell
26
-15
-37% -$982 ﹤0.01% 3729
2025
Q1 		$2.37K Buy
41
+30
+273% +$1.59K ﹤0.01% 3137
2024
Q4 		$590 Buy
+11
New +$570 ﹤0.01% 3555

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

Allworth Financial's ULS Position: Q2 2026 in Review

Allworth Financial increased its UL Solutions (ULS) stake by 7.4% in Q2 2026, buying an estimated $1.32K and bringing the position to 203 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3170.

Allworth Financial first reported a position in ULS in Q4 2024 and has held it in 7 quarters since. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Allworth Financial held 203 shares of UL Solutions worth $20.7K as of Q2 2026.
  • Allworth Financial bought 14 UL Solutions shares in Q2 2026, an estimated $1.32K.
  • UL Solutions made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3170 holding.
  • Allworth Financial first reported a position in UL Solutions in Q4 2024 and has held it in 7 quarters since.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.