Envestnet Asset Management
ULS icon

Envestnet Asset Management’s UL Solutions ULS Stock Holding History

Envestnet Asset Management’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 		$44.9M Sell
440,760
-7,177
-2% -$679K 0.01% 924
2026
Q1 		$38.4M Buy
447,937
+49,909
+13% +$3.94M 0.01% 936
2025
Q4 		$31.4M Sell
398,028
-195,456
-33% -$15.7M 0.01% 978
2025
Q3 		$42.1M Buy
593,484
+476,121
+406% +$32.5M 0.01% 840
2025
Q2 		$8.55M Sell
117,363
-56,861
-33% -$3.72M ﹤0.01% 1831
2025
Q1 		$9.83M Buy
174,224
+5,239
+3% +$278K ﹤0.01% 1675
2024
Q4 		$8.43M Buy
168,985
+31,270
+23% +$1.62M ﹤0.01% 1760
2024
Q3 		$6.79M Buy
137,715
+63,969
+87% +$3.11M ﹤0.01% 1904
2024
Q2 		$3.11M Buy
+73,746
New +$2.79M ﹤0.01% 2342

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

Envestnet Asset Management's ULS Position: Q2 2026 in Review

Envestnet Asset Management reduced its UL Solutions (ULS) stake by 1.6% in Q2 2026, selling an estimated $679K and leaving 440,760 shares worth $44.9M. The position accounts for 0.01% of the portfolio, ranked #924.

Envestnet Asset Management first reported a position in ULS in Q2 2024 and has held it in 9 quarters since. 390 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Envestnet Asset Management held 440,760 shares of UL Solutions worth $44.9M as of Q2 2026.
  • Envestnet Asset Management sold 7,177 UL Solutions shares in Q2 2026, an estimated $679K.
  • UL Solutions made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #924 holding.
  • Envestnet Asset Management first reported a position in UL Solutions in Q2 2024 and has held it in 9 quarters since.
  • 390 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.