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Briaud Financial Planning’s UL Solutions ULS Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-268
Closed -$19K – 362
2025
Q2 		$19K Buy
+268
New +$17.5K 0.01% 183

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Briaud Financial Planning's ULS Position: Q3 2025 in Review

Briaud Financial Planning sold out of UL Solutions (ULS) in Q3 2025, closing a stake of 268 shares — an estimated $19K sold.

Briaud Financial Planning first reported a position in ULS in Q2 2025 and held it in 1 quarter. The position peaked at $19K in Q2 2025. 280 funds tracked by Wall St. Rank hold ULS as of Q3 2025.

  • Briaud Financial Planning reported no remaining UL Solutions position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 268 UL Solutions shares in Q3 2025, an estimated $19K.
  • Briaud Financial Planning first reported a position in UL Solutions in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's UL Solutions position peaked at $19K in Q2 2025.
  • 280 funds tracked by Wall St. Rank held UL Solutions as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.