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Atria Investments’s UL Solutions ULS Stock Holding History

Atria Investments’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 		$3.1M Sell
30,458
-4,728
-13% -$447K 0.03% 550
2026
Q1 		$3.02M Buy
35,186
+4,848
+16% +$382K 0.03% 536
2025
Q4 		$2.39M Sell
30,338
-5,455
-15% -$438K 0.03% 646
2025
Q3 		$2.54M Buy
+35,793
New +$2.44M 0.03% 626

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

Atria Investments's ULS Position: Q2 2026 in Review

Atria Investments reduced its UL Solutions (ULS) stake by 13% in Q2 2026, selling an estimated $447K and leaving 30,458 shares worth $3.1M. The position accounts for 0.03% of the portfolio, ranked #550.

Atria Investments first reported a position in ULS in Q3 2025 and has held it in 4 quarters since. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Atria Investments held 30,458 shares of UL Solutions worth $3.1M as of Q2 2026.
  • Atria Investments sold 4,728 UL Solutions shares in Q2 2026, an estimated $447K.
  • UL Solutions made up 0.03% of Atria Investments's portfolio in Q2 2026, its #550 holding.
  • Atria Investments first reported a position in UL Solutions in Q3 2025 and has held it in 4 quarters since.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.