Birch Hill Investment Advisors’s UL Solutions ULS Stock Holding History

Birch Hill Investment Advisors’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	$888K	Buy	+13,530	New	+$1.06M	0.04%	124

Other funds holding ULS

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Birch Hill Investment Advisors's ULS Position: Q3 2026 in Review

Birch Hill Investment Advisors opened a new position in UL Solutions (ULS) in Q3 2026: 13,530 shares worth $888K. The stake represents 0.04% of the portfolio and ranks #124 among its holdings.

33 funds tracked by Wall St. Rank hold ULS as of Q3 2026.

Birch Hill Investment Advisors held 13,530 shares of UL Solutions worth $888K as of Q3 2026.
UL Solutions was a new Birch Hill Investment Advisors position in Q3 2026.
UL Solutions made up 0.04% of Birch Hill Investment Advisors's portfolio in Q3 2026, its #124 holding.
33 funds tracked by Wall St. Rank held UL Solutions as of Q3 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.