DiNuzzo Private Wealth
ULS icon

DiNuzzo Private Wealth’s UL Solutions ULS Stock Holding History

DiNuzzo Private 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
Q3 		$263 Hold
4
– – ﹤0.01% 1232
2026
Q2 		$408 Buy
4
+1
+33% +$95 ﹤0.01% 1152
2026
Q1 		$258 Sell
3
-2
-40% -$158 ﹤0.01% 1209
2025
Q4 		$395 Buy
+5
New +$401 ﹤0.01% 1145

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Fenimore Asset Management
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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

DiNuzzo Private Wealth's ULS Position: Q3 2026 in Review

DiNuzzo Private Wealth held its UL Solutions (ULS) position steady in Q3 2026 at 4 shares worth $263. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

DiNuzzo Private Wealth first reported a position in ULS in Q4 2025 and has held it in 4 quarters since. The position peaked at $408 in Q2 2026. 84 funds tracked by Wall St. Rank hold ULS as of Q3 2026.

  • DiNuzzo Private Wealth held 4 shares of UL Solutions worth $263 as of Q3 2026.
  • DiNuzzo Private Wealth left its UL Solutions share count unchanged in Q3 2026.
  • UL Solutions made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1232 holding.
  • DiNuzzo Private Wealth first reported a position in UL Solutions in Q4 2025 and has held it in 4 quarters since.
  • DiNuzzo Private Wealth's UL Solutions position peaked at $408 in Q2 2026.
  • 84 funds tracked by Wall St. Rank held UL Solutions as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.