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Fortis Group Advisors’s UL Solutions ULS Stock Holding History

Fortis Group 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 		$982K Buy
9,637
+101
+1% +$9.55K 0.16% 136
2026
Q1 		$863K Buy
+9,536
New +$752K 0.14% 153
2024
Q4 		– Sell
-7,086
Closed -$349K – 524
2024
Q3 		$349K Buy
+7,086
New +$345K 0.06% 148

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

Fortis Group Advisors's ULS Position: Q2 2026 in Review

Fortis Group Advisors increased its UL Solutions (ULS) stake by 1.1% in Q2 2026, buying an estimated $9.55K and bringing the position to 9,637 shares worth $982K. The position accounts for 0.16% of the portfolio, ranked #136.

Fortis Group Advisors first reported a position in ULS in Q3 2024 and has held it in 3 quarters since. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Fortis Group Advisors held 9,637 shares of UL Solutions worth $982K as of Q2 2026.
  • Fortis Group Advisors bought 101 UL Solutions shares in Q2 2026, an estimated $9.55K.
  • UL Solutions made up 0.16% of Fortis Group Advisors's portfolio in Q2 2026, its #136 holding.
  • Fortis Group Advisors first reported a position in UL Solutions in Q3 2024 and has held it in 3 quarters since.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

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