FFO
ULS icon

Fortitude Family Office’s UL Solutions ULS Stock Holding History

Fortitude Family Office’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 		$66.1K Buy
1,008
+983
+3,932% +$77K 0.01% 362
2026
Q2 		$2.55K Buy
25
+8
+47% +$757 ﹤0.01% 1392
2026
Q1 		$1.46K Buy
17
+13
+325% +$1.02K ﹤0.01% 1394
2025
Q4 		$315 Sell
4
-4
-50% -$321 ﹤0.01% 1816
2025
Q3 		$567 Buy
+8
New +$545 ﹤0.01% 1761

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
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 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
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Fortitude Family Office's ULS Position: Q3 2026 in Review

Fortitude Family Office increased its UL Solutions (ULS) stake by 3,932% in Q3 2026, buying an estimated $77K and bringing the position to 1,008 shares worth $66.1K. The position accounts for 0.01% of the portfolio, ranked #362.

Fortitude Family Office first reported a position in ULS in Q3 2025 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold ULS as of Q3 2026.

  • Fortitude Family Office held 1,008 shares of UL Solutions worth $66.1K as of Q3 2026.
  • Fortitude Family Office bought 983 UL Solutions shares in Q3 2026, an estimated $77K.
  • UL Solutions made up 0.01% of Fortitude Family Office's portfolio in Q3 2026, its #362 holding.
  • Fortitude Family Office first reported a position in UL Solutions in Q3 2025 and has held it in 5 quarters since.
  • 27 funds tracked by Wall St. Rank held UL Solutions as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.