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EverSource Wealth Advisors’s UL Solutions ULS Stock Holding History

EverSource Wealth 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
2026
Q2 		$293K Sell
2,878
-428
-13% -$40.5K 0.01% 813
2026
Q1 		$283K Buy
3,306
+1,182
+56% +$93.2K 0.01% 869
2025
Q4 		$167K Sell
2,124
-350
-14% -$28.1K 0.01% 1030
2025
Q3 		$175K Buy
2,474
+1,998
+420% +$136K 0.01% 979
2025
Q2 		$34.7K Sell
476
-223
-32% -$14.6K ﹤0.01% 1871
2025
Q1 		$39.4K Buy
699
+11
+2% +$584 ﹤0.01% 1358
2024
Q4 		$34.3K Sell
688
-5
-0.7% -$259 ﹤0.01% 1357
2024
Q3 		$34.2K Buy
693
+1
+0.1% +$49 ﹤0.01% 1231
2024
Q2 		$35K Buy
+692
New +$26.2K ﹤0.01% 1260

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

EverSource Wealth Advisors's ULS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its UL Solutions (ULS) stake by 13% in Q2 2026, selling an estimated $40.5K and leaving 2,878 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #813.

EverSource Wealth Advisors first reported a position in ULS in Q2 2024 and has held it in 9 quarters since. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • EverSource Wealth Advisors held 2,878 shares of UL Solutions worth $293K as of Q2 2026.
  • EverSource Wealth Advisors sold 428 UL Solutions shares in Q2 2026, an estimated $40.5K.
  • UL Solutions made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #813 holding.
  • EverSource Wealth Advisors first reported a position in UL Solutions in Q2 2024 and has held it in 9 quarters since.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.