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Avion Wealth’s UL Solutions ULS Stock Holding History

Avion Wealth’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 		$1K Hold
30
– – ﹤0.01% 1363
2026
Q2 		$3K Hold
30
– – ﹤0.01% 1007
2026
Q1 		$2K Hold
30
– – ﹤0.01% 942
2025
Q4 		$2K Hold
30
– – ﹤0.01% 947
2025
Q3 		$2K Hold
30
– – ﹤0.01% 929
2025
Q2 		$2K Hold
30
– – ﹤0.01% 877
2025
Q1 		$1K Hold
30
– – ﹤0.01% 962
2024
Q4 		$1K Hold
30
– – ﹤0.01% 960
2024
Q3 		$1K Hold
30
– – ﹤0.01% 938
2024
Q2 		$1K Buy
+30
New +$1.14K ﹤0.01% 851

Other funds holding ULS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ranger Investment Management
Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return

Avion Wealth's ULS Position: Q3 2026 in Review

Avion Wealth held its UL Solutions (ULS) position steady in Q3 2026 at 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Avion Wealth first reported a position in ULS in Q2 2024 and has held it in 10 quarters since. The position peaked at $3K in Q2 2026. 160 funds tracked by Wall St. Rank hold ULS as of Q3 2026.

  • Avion Wealth held 30 shares of UL Solutions worth $1K as of Q3 2026.
  • Avion Wealth left its UL Solutions share count unchanged in Q3 2026.
  • UL Solutions made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1363 holding.
  • Avion Wealth first reported a position in UL Solutions in Q2 2024 and has held it in 10 quarters since.
  • Avion Wealth's UL Solutions position peaked at $3K in Q2 2026.
  • 160 funds tracked by Wall St. Rank held UL Solutions as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.