HFO
ULS icon

Heritage Family Offices’s UL Solutions ULS Stock Holding History

Heritage Family Offices’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 		$264K Sell
2,587
-786
-23% -$74.3K 0.1% 177
2026
Q1 		$289K Sell
3,373
-1,794
-35% -$141K 0.13% 148
2025
Q4 		$407K Sell
5,167
-645
-11% -$51.8K 0.19% 111
2025
Q3 		$412K Buy
+5,812
New +$396K 0.19% 108

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
Jupiter Topco
Jupiter Topco New York $245B AUM
Durable Capital Partners
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

Heritage Family Offices's ULS Position: Q2 2026 in Review

Heritage Family Offices reduced its UL Solutions (ULS) stake by 23% in Q2 2026, selling an estimated $74.3K and leaving 2,587 shares worth $264K. The position accounts for 0.1% of the portfolio, ranked #177.

Heritage Family Offices first reported a position in ULS in Q3 2025 and has held it in 4 quarters since. The position peaked at $412K in Q3 2025. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Heritage Family Offices held 2,587 shares of UL Solutions worth $264K as of Q2 2026.
  • Heritage Family Offices sold 786 UL Solutions shares in Q2 2026, an estimated $74.3K.
  • UL Solutions made up 0.1% of Heritage Family Offices's portfolio in Q2 2026, its #177 holding.
  • Heritage Family Offices first reported a position in UL Solutions in Q3 2025 and has held it in 4 quarters since.
  • Heritage Family Offices's UL Solutions position peaked at $412K in Q3 2025.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.