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Avidian Wealth Enterprises’s UL Solutions ULS Stock Holding History

Avidian Wealth Enterprises’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
Q3 		– Sell
-2,927
Closed -$298K – 808
2026
Q2 		$298K Buy
+2,927
New +$277K 0.01% 600

Other funds holding ULS

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Avidian Wealth Enterprises's ULS Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of UL Solutions (ULS) in Q3 2026, closing a stake of 2,927 shares — an estimated $298K sold.

Avidian Wealth Enterprises first reported a position in ULS in Q2 2026 and held it in 1 quarter. The position peaked at $298K in Q2 2026. 12 funds tracked by Wall St. Rank hold ULS as of Q3 2026.

  • Avidian Wealth Enterprises reported no remaining UL Solutions position as of Q3 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,927 UL Solutions shares in Q3 2026, an estimated $298K.
  • Avidian Wealth Enterprises first reported a position in UL Solutions in Q2 2026 and held it in 1 quarter.
  • Avidian Wealth Enterprises's UL Solutions position peaked at $298K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held UL Solutions as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.