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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
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

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Fortis Group Advisors's ULS Position: Q1 2026 in Review

Fortis Group Advisors opened a new position in UL Solutions (ULS) in Q1 2026: 9,536 shares worth $863K. The stake represents 0.14% of the portfolio and ranks #153 among its holdings. This is a return to the name: Fortis Group Advisors previously reported a position in ULS as recently as Q3 2024.

Fortis Group Advisors first reported a position in ULS in Q3 2024 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold ULS as of Q1 2026.

  • Fortis Group Advisors held 9,536 shares of UL Solutions worth $863K as of Q1 2026.
  • UL Solutions was a new Fortis Group Advisors position in Q1 2026.
  • UL Solutions made up 0.14% of Fortis Group Advisors's portfolio in Q1 2026, its #153 holding.
  • Fortis Group Advisors first reported a position in UL Solutions in Q3 2024 and has held it in 2 quarters since.
  • 369 funds tracked by Wall St. Rank held UL Solutions as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.