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Connecticut Wealth Management’s UL Solutions ULS Stock Holding History

Connecticut Wealth Management’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 		$1.28M Sell
12,604
-108
-0.8% -$10.2K 0.05% 137
2026
Q1 		$1.09M Hold
12,712
– – 0.05% 146
2025
Q4 		$1M Buy
12,712
+1,927
+18% +$155K 0.04% 156
2025
Q3 		$764K Hold
10,785
– – 0.03% 179
2025
Q2 		$786K Hold
10,785
– – 0.04% 171
2025
Q1 		$608K Buy
10,785
+585
+6% +$31.1K 0.03% 194
2024
Q4 		$509K Buy
+10,200
New +$529K 0.03% 185

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

Connecticut Wealth Management's ULS Position: Q2 2026 in Review

Connecticut Wealth Management reduced its UL Solutions (ULS) stake by 0.85% in Q2 2026, selling an estimated $10.2K and leaving 12,604 shares worth $1.28M. The position accounts for 0.05% of the portfolio, ranked #137.

Connecticut Wealth Management first reported a position in ULS in Q4 2024 and has held it in 7 quarters since. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Connecticut Wealth Management held 12,604 shares of UL Solutions worth $1.28M as of Q2 2026.
  • Connecticut Wealth Management sold 108 UL Solutions shares in Q2 2026, an estimated $10.2K.
  • UL Solutions made up 0.05% of Connecticut Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Connecticut Wealth Management first reported a position in UL Solutions in Q4 2024 and has held it in 7 quarters since.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.