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
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

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Heritage Family Offices's ULS Position: Q1 2026 in Review

Heritage Family Offices reduced its UL Solutions (ULS) stake by 35% in Q1 2026, selling an estimated $141K and leaving 3,373 shares worth $289K. The position accounts for 0.13% of the portfolio, ranked #148.

Heritage Family Offices first reported a position in ULS in Q3 2025 and has held it in 3 quarters since. The position peaked at $412K in Q3 2025. 369 funds tracked by Wall St. Rank hold ULS as of Q1 2026.

  • Heritage Family Offices held 3,373 shares of UL Solutions worth $289K as of Q1 2026.
  • Heritage Family Offices sold 1,794 UL Solutions shares in Q1 2026, an estimated $141K.
  • UL Solutions made up 0.13% of Heritage Family Offices's portfolio in Q1 2026, its #148 holding.
  • Heritage Family Offices first reported a position in UL Solutions in Q3 2025 and has held it in 3 quarters since.
  • Heritage Family Offices's UL Solutions position peaked at $412K in Q3 2025.
  • 369 funds tracked by Wall St. Rank held UL Solutions as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.