Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s UL Solutions ULS Stock Holding History

Envestnet Portfolio Solutions’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 		$293K Buy
2,879
+288
+11% +$27.2K ﹤0.01% 1198
2026
Q1 		$222K Sell
2,591
-1,212
-32% -$95.6K ﹤0.01% 1233
2025
Q4 		$300K Sell
3,803
-1,457
-28% -$117K ﹤0.01% 1279
2025
Q3 		$373K Buy
+5,260
New +$358K ﹤0.01% 1154

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 $3.38T AUM 44.17% 1-Year Est. Return

Envestnet Portfolio Solutions's ULS Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its UL Solutions (ULS) stake by 11% in Q2 2026, buying an estimated $27.2K and bringing the position to 2,879 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Envestnet Portfolio Solutions first reported a position in ULS in Q3 2025 and has held it in 4 quarters since. The position peaked at $373K in Q3 2025. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Envestnet Portfolio Solutions held 2,879 shares of UL Solutions worth $293K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 288 UL Solutions shares in Q2 2026, an estimated $27.2K.
  • UL Solutions made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1198 holding.
  • Envestnet Portfolio Solutions first reported a position in UL Solutions in Q3 2025 and has held it in 4 quarters since.
  • Envestnet Portfolio Solutions's UL Solutions position peaked at $373K in Q3 2025.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.