Curio Wealth’s UL Solutions ULS Stock Holding History

Curio Wealth’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	-1	Closed	-$86	–	1207
2026 Q1	$86	Buy	+1	New	+$79	﹤0.01%	1008

Other funds holding ULS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jupiter Topco New York $245B AUM

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Curio Wealth's ULS Position: Q2 2026 in Review

Curio Wealth sold out of UL Solutions (ULS) in Q2 2026, closing a stake of 1 share — an estimated $86 sold.

Curio Wealth first reported a position in ULS in Q1 2026 and held it in 1 quarter. The position peaked at $86 in Q1 2026. 390 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

Curio Wealth reported no remaining UL Solutions position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 UL Solutions share in Q2 2026, an estimated $86.
Curio Wealth first reported a position in UL Solutions in Q1 2026 and held it in 1 quarter.
Curio Wealth's UL Solutions position peaked at $86 in Q1 2026.
390 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.