CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s UL Solutions ULS Stock Holding History

CAPTRUST Financial 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
Q2 		$1.46M Buy
14,310
+5,624
+65% +$532K ﹤0.01% 1517
2026
Q1 		$744K Buy
8,686
+4,963
+133% +$391K ﹤0.01% 1776
2025
Q4 		$294K Buy
+3,723
New +$299K ﹤0.01% 2272

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

CAPTRUST Financial Advisors's ULS Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its UL Solutions (ULS) stake by 65% in Q2 2026, buying an estimated $532K and bringing the position to 14,310 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

CAPTRUST Financial Advisors first reported a position in ULS in Q4 2025 and has held it in 3 quarters since. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • CAPTRUST Financial Advisors held 14,310 shares of UL Solutions worth $1.46M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 5,624 UL Solutions shares in Q2 2026, an estimated $532K.
  • UL Solutions made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1517 holding.
  • CAPTRUST Financial Advisors first reported a position in UL Solutions in Q4 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 CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.