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Axxcess Wealth Management’s UL Solutions ULS Stock Holding History

Axxcess Wealth Management’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 		$296K Buy
+2,907
New +$275K ﹤0.01% 857
2026
Q1 		– Sell
-3,404
Closed -$268K – 1036
2025
Q4 		$268K Sell
3,404
-498
-13% -$40K ﹤0.01% 884
2025
Q3 		$277K Buy
+3,902
New +$266K 0.01% 781

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

Axxcess Wealth Management's ULS Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in UL Solutions (ULS) in Q2 2026: 2,907 shares worth $296K. The stake represents ﹤0.01% of the portfolio and ranks #857 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ULS as recently as Q4 2025.

Axxcess Wealth Management first reported a position in ULS in Q3 2025 and has held it in 3 quarters since. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Axxcess Wealth Management held 2,907 shares of UL Solutions worth $296K as of Q2 2026.
  • UL Solutions was a new Axxcess Wealth Management position in Q2 2026.
  • UL Solutions made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #857 holding.
  • Axxcess Wealth Management first reported a position in UL Solutions in Q3 2025 and has held it in 3 quarters since.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.