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Annis Gardner Whiting Capital Advisors’s UL Solutions ULS Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-122
Closed -$10.5K – 1300
2026
Q1 		$10.5K Sell
122
-59
-33% -$4.65K ﹤0.01% 856
2025
Q4 		$14.3K Buy
+181
New +$14.5K ﹤0.01% 709
2025
Q3 		– Sell
-181
Closed -$13.2K – 1444
2025
Q2 		$13.2K Buy
+181
New +$11.8K ﹤0.01% 647

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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 $3.37T AUM 44.26% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's ULS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of UL Solutions (ULS) in Q2 2026, closing a stake of 122 shares — an estimated $10.5K sold.

Annis Gardner Whiting Capital Advisors first reported a position in ULS in Q2 2025 and held it in 3 quarters. The position peaked at $14.3K in Q4 2025. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining UL Solutions position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 122 UL Solutions shares in Q2 2026, an estimated $10.5K.
  • Annis Gardner Whiting Capital Advisors first reported a position in UL Solutions in Q2 2025 and held it in 3 quarters.
  • Annis Gardner Whiting Capital Advisors's UL Solutions position peaked at $14.3K in Q4 2025.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.