Creative Planning
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Creative Planning’s UL Solutions ULS Stock Holding History

Creative 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
2026
Q2 		$1.49M Buy
14,672
+3,212
+28% +$304K ﹤0.01% 2326
2026
Q1 		$982K Buy
11,460
+7,727
+207% +$609K ﹤0.01% 2477
2025
Q4 		$294K Buy
3,733
+535
+17% +$43K ﹤0.01% 3254
2025
Q3 		$227K Buy
3,198
+343
+12% +$23.4K ﹤0.01% 3371
2025
Q2 		$208K Buy
+2,855
New +$187K ﹤0.01% 3190

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

Creative Planning's ULS Position: Q2 2026 in Review

Creative Planning increased its UL Solutions (ULS) stake by 28% in Q2 2026, buying an estimated $304K and bringing the position to 14,672 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

Creative Planning first reported a position in ULS in Q2 2025 and has held it in 5 quarters since. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Creative Planning held 14,672 shares of UL Solutions worth $1.49M as of Q2 2026.
  • Creative Planning bought 3,212 UL Solutions shares in Q2 2026, an estimated $304K.
  • UL Solutions made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2326 holding.
  • Creative Planning first reported a position in UL Solutions in Q2 2025 and has held it in 5 quarters since.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.