CX Institutional’s UL Solutions ULS Stock Holding History

CX Institutional’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	$3K	Hold	25	–	–	﹤0.01%	1437
2026 Q1	$2K	Hold	25	–	–	﹤0.01%	1470
2025 Q4	$2K	Buy	+25	New	+$2.01K	﹤0.01%	1410

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

CX Institutional's ULS Position: Q2 2026 in Review

CX Institutional held its UL Solutions (ULS) position steady in Q2 2026 at 25 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

CX Institutional first reported a position in ULS in Q4 2025 and has held it in 3 quarters since. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

CX Institutional held 25 shares of UL Solutions worth $3K as of Q2 2026.
CX Institutional left its UL Solutions share count unchanged in Q2 2026.
UL Solutions made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1437 holding.
CX Institutional first reported a position in UL Solutions in Q4 2025 and has held it in 3 quarters since.
391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.