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Everpar Advisors’s UL Solutions ULS Stock Holding History

Everpar Advisors’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
2025
Q4 		– Sell
-3,696
Closed -$262K – 311
2025
Q3 		$262K Buy
+3,696
New +$252K 0.1% 227

Other funds holding ULS

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Everpar Advisors's ULS Position: Q4 2025 in Review

Everpar Advisors sold out of UL Solutions (ULS) in Q4 2025, closing a stake of 3,696 shares — an estimated $262K sold.

Everpar Advisors first reported a position in ULS in Q3 2025 and held it in 1 quarter. The position peaked at $262K in Q3 2025. 353 funds tracked by Wall St. Rank hold ULS as of Q4 2025.

  • Everpar Advisors reported no remaining UL Solutions position as of Q4 2025 after selling out during the quarter.
  • Everpar Advisors sold 3,696 UL Solutions shares in Q4 2025, an estimated $262K.
  • Everpar Advisors first reported a position in UL Solutions in Q3 2025 and held it in 1 quarter.
  • Everpar Advisors's UL Solutions position peaked at $262K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held UL Solutions as of Q4 2025.

Based on Everpar Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.