CX Institutional
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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
Q3 		$2K Hold
25
– – ﹤0.01% 1587
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

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CRB
Chad R. Baker $612M AUM 33.64% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Renaissance Capital
Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CX Institutional's ULS Position: Q3 2026 in Review

CX Institutional held its UL Solutions (ULS) position steady in Q3 2026 at 25 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

CX Institutional first reported a position in ULS in Q4 2025 and has held it in 4 quarters since. The position peaked at $3K in Q2 2026. 59 funds tracked by Wall St. Rank hold ULS as of Q3 2026.

  • CX Institutional held 25 shares of UL Solutions worth $2K as of Q3 2026.
  • CX Institutional left its UL Solutions share count unchanged in Q3 2026.
  • UL Solutions made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1587 holding.
  • CX Institutional first reported a position in UL Solutions in Q4 2025 and has held it in 4 quarters since.
  • CX Institutional's UL Solutions position peaked at $3K in Q2 2026.
  • 59 funds tracked by Wall St. Rank held UL Solutions as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.