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Gateway Investment Advisers’s UL Solutions ULS Stock Holding History

Gateway Investment Advisers’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 		– Sell
-3,509
Closed -$357K – 888
2026
Q2 		$357K Buy
+3,509
New +$332K ﹤0.01% 673

Other funds holding ULS

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
WA
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
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
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gateway Investment Advisers's ULS Position: Q3 2026 in Review

Gateway Investment Advisers sold out of UL Solutions (ULS) in Q3 2026, closing a stake of 3,509 shares — an estimated $357K sold.

Gateway Investment Advisers first reported a position in ULS in Q2 2026 and held it in 1 quarter. The position peaked at $357K in Q2 2026. 18 funds tracked by Wall St. Rank hold ULS as of Q3 2026.

  • Gateway Investment Advisers reported no remaining UL Solutions position as of Q3 2026 after selling out during the quarter.
  • Gateway Investment Advisers sold 3,509 UL Solutions shares in Q3 2026, an estimated $357K.
  • Gateway Investment Advisers first reported a position in UL Solutions in Q2 2026 and held it in 1 quarter.
  • Gateway Investment Advisers's UL Solutions position peaked at $357K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held UL Solutions as of Q3 2026.

Based on Gateway Investment Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.