Heck Capital Advisors’s UL Solutions ULS Stock Holding History

Heck Capital 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
2025 Q1	–	Sell	-390	Closed	-$19.5K	–	815
2024 Q4	$19.5K	Buy	+390	New	+$20.2K	﹤0.01%	471

Other funds holding ULS

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Heck Capital Advisors's ULS Position: Q1 2025 in Review

Heck Capital Advisors sold out of UL Solutions (ULS) in Q1 2025, closing a stake of 390 shares — an estimated $19.5K sold.

Heck Capital Advisors first reported a position in ULS in Q4 2024 and held it in 1 quarter. The position peaked at $19.5K in Q4 2024. 190 funds tracked by Wall St. Rank hold ULS as of Q1 2025.

Heck Capital Advisors reported no remaining UL Solutions position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 390 UL Solutions shares in Q1 2025, an estimated $19.5K.
Heck Capital Advisors first reported a position in UL Solutions in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's UL Solutions position peaked at $19.5K in Q4 2024.
190 funds tracked by Wall St. Rank held UL Solutions as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.