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Clearstead Advisors’s UL Solutions ULS Stock Holding History

Clearstead 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 		$2.65K Buy
26
+3
+13% +$284 ﹤0.01% 2379
2026
Q1 		$1.97K Sell
23
-235
-91% -$18.5K ﹤0.01% 1899
2025
Q4 		$20.3K Hold
258
– – ﹤0.01% 1702
2025
Q3 		$18.3K Sell
258
-425
-62% -$29K ﹤0.01% 1687
2025
Q2 		$49.8K Sell
683
-134
-16% -$8.77K ﹤0.01% 1295
2025
Q1 		$46.1K Sell
817
-79
-9% -$4.19K ﹤0.01% 1191
2024
Q4 		$44.7K Hold
896
– – ﹤0.01% 1184
2024
Q3 		$44.2K Buy
+896
New +$43.6K ﹤0.01% 1231

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

Clearstead Advisors's ULS Position: Q2 2026 in Review

Clearstead Advisors increased its UL Solutions (ULS) stake by 13% in Q2 2026, buying an estimated $284 and bringing the position to 26 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2379.

Clearstead Advisors first reported a position in ULS in Q3 2024 and has held it in 8 quarters since. The position peaked at $49.8K in Q2 2025. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Clearstead Advisors held 26 shares of UL Solutions worth $2.65K as of Q2 2026.
  • Clearstead Advisors bought 3 UL Solutions shares in Q2 2026, an estimated $284.
  • UL Solutions made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2379 holding.
  • Clearstead Advisors first reported a position in UL Solutions in Q3 2024 and has held it in 8 quarters since.
  • Clearstead Advisors's UL Solutions position peaked at $49.8K in Q2 2025.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.