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Bay Harbor Wealth Management’s UL Solutions ULS Stock Holding History

Bay Harbor 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 		$204 Sell
2
-1
-33% -$95 ﹤0.01% 1182
2026
Q1 		$257 Buy
3
+2
+200% +$158 ﹤0.01% 1118
2025
Q4 		$78 Buy
+1
New +$80 ﹤0.01% 1226

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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
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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

Bay Harbor Wealth Management's ULS Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its UL Solutions (ULS) stake by 33% in Q2 2026, selling an estimated $95 and leaving 2 shares worth $204. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Bay Harbor Wealth Management first reported a position in ULS in Q4 2025 and has held it in 3 quarters since. The position peaked at $257 in Q1 2026. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Bay Harbor Wealth Management held 2 shares of UL Solutions worth $204 as of Q2 2026.
  • Bay Harbor Wealth Management sold 1 UL Solutions share in Q2 2026, an estimated $95.
  • UL Solutions made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1182 holding.
  • Bay Harbor Wealth Management first reported a position in UL Solutions in Q4 2025 and has held it in 3 quarters since.
  • Bay Harbor Wealth Management's UL Solutions position peaked at $257 in Q1 2026.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

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