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Global Retirement Partners’s UL Solutions ULS Stock Holding History

Global Retirement Partners’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 		$30.7K Buy
+301
New +$28.5K ﹤0.01% 2821
2025
Q4 		$5.28K Buy
67
+58
+644% +$4.66K ﹤0.01% 3420
2025
Q3 		$638 Sell
9
-78
-90% -$5.32K ﹤0.01% 3601
2025
Q2 		$6.34K Buy
+87
New +$5.7K ﹤0.01% 2806
2024
Q4 		$449 Hold
9
– – ﹤0.01% 3419
2024
Q3 		$444 Sell
9
-16
-64% -$779 ﹤0.01% 3294
2024
Q2 		$1.05K Buy
+25
New +$946 ﹤0.01% 3151

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

Global Retirement Partners's ULS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in UL Solutions (ULS) in Q2 2026: 301 shares worth $30.7K. The stake represents ﹤0.01% of the portfolio and ranks #2821 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ULS as recently as Q4 2025.

Global Retirement Partners first reported a position in ULS in Q2 2024 and has held it in 7 quarters since. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Global Retirement Partners held 301 shares of UL Solutions worth $30.7K as of Q2 2026.
  • UL Solutions was a new Global Retirement Partners position in Q2 2026.
  • UL Solutions made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2821 holding.
  • Global Retirement Partners first reported a position in UL Solutions in Q2 2024 and has held it in 7 quarters since.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.