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Bogart Wealth LLC’s UL Solutions ULS Stock Holding History

Bogart Wealth LLC’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 		$611 Buy
+6
New +$567 ﹤0.01% 1731
2026
Q1 		– Sell
-8
Closed -$631 – 1907
2025
Q4 		$631 Hold
8
– – ﹤0.01% 1400
2025
Q3 		$567 Buy
+8
New +$545 ﹤0.01% 1378

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Bogart Wealth LLC's ULS Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in UL Solutions (ULS) in Q2 2026: 6 shares worth $611. The stake represents ﹤0.01% of the portfolio and ranks #1731 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in ULS as recently as Q4 2025.

Bogart Wealth LLC first reported a position in ULS in Q3 2025 and has held it in 3 quarters since. The position peaked at $631 in Q4 2025. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Bogart Wealth LLC held 6 shares of UL Solutions worth $611 as of Q2 2026.
  • UL Solutions was a new Bogart Wealth LLC position in Q2 2026.
  • UL Solutions made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1731 holding.
  • Bogart Wealth LLC first reported a position in UL Solutions in Q3 2025 and has held it in 3 quarters since.
  • Bogart Wealth LLC's UL Solutions position peaked at $631 in Q4 2025.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.