EP
ULS icon

Essential Partners’s UL Solutions ULS Stock Holding History

Essential Partners’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 		$66 Hold
1
– – ﹤0.01% 2742
2026
Q2 		$102 Hold
1
– – ﹤0.01% 2744
2026
Q1 		$86 Sell
1
-1
-50% -$79 ﹤0.01% 2736
2025
Q4 		$158 Buy
2
+1
+100% +$80 ﹤0.01% 2475
2025
Q3 		$71 Buy
+1
New +$68 ﹤0.01% 2532

Other funds holding ULS

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Essential Partners's ULS Position: Q3 2026 in Review

Essential Partners held its UL Solutions (ULS) position steady in Q3 2026 at 1 share worth $66. The position accounts for ﹤0.01% of the portfolio, ranked #2742.

Essential Partners first reported a position in ULS in Q3 2025 and has held it in 5 quarters since. The position peaked at $158 in Q4 2025. 22 funds tracked by Wall St. Rank hold ULS as of Q3 2026.

  • Essential Partners held 1 share of UL Solutions worth $66 as of Q3 2026.
  • Essential Partners left its UL Solutions share count unchanged in Q3 2026.
  • UL Solutions made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2742 holding.
  • Essential Partners first reported a position in UL Solutions in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's UL Solutions position peaked at $158 in Q4 2025.
  • 22 funds tracked by Wall St. Rank held UL Solutions as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.