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Clark Wealth Partners’s UL Solutions ULS Stock Holding History

Clark Wealth Partners’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 		– Sell
-262
Closed -$22.5K – 649
2026
Q1 		$22.5K Hold
262
– – 0.02% 172
2025
Q4 		$20.7K Hold
262
– – 0.01% 173
2025
Q3 		$20.7K Sell
262
-33
-11% -$2.25K 0.01% 173
2025
Q2 		$21.5K Buy
+295
New +$19.3K 0.01% 155

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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

Clark Wealth Partners's ULS Position: Q2 2026 in Review

Clark Wealth Partners sold out of UL Solutions (ULS) in Q2 2026, closing a stake of 262 shares — an estimated $22.5K sold.

Clark Wealth Partners first reported a position in ULS in Q2 2025 and held it in 4 quarters. The position peaked at $22.5K in Q1 2026. 369 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Clark Wealth Partners reported no remaining UL Solutions position as of Q2 2026 after selling out during the quarter.
  • Clark Wealth Partners sold 262 UL Solutions shares in Q2 2026, an estimated $22.5K.
  • Clark Wealth Partners first reported a position in UL Solutions in Q2 2025 and held it in 4 quarters.
  • Clark Wealth Partners's UL Solutions position peaked at $22.5K in Q1 2026.
  • 369 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.