IFP Advisors
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IFP Advisors’s UL Solutions ULS Stock Holding History

IFP 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
2026
Q3 		– Sell
-133
Closed -$13.5K – 5411
2026
Q2 		$13.5K Hold
133
– – ﹤0.01% 3206
2026
Q1 		$11.4K Sell
133
-125
-48% -$9.9K ﹤0.01% 3090
2025
Q4 		$20.3K Hold
258
– – ﹤0.01% 2721
2025
Q3 		$18.3K Hold
258
– – ﹤0.01% 2621
2025
Q2 		$18.8K Buy
+258
New +$16.9K ﹤0.01% 2583

Other funds holding ULS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ranger Investment Management
Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return

IFP Advisors's ULS Position: Q3 2026 in Review

IFP Advisors sold out of UL Solutions (ULS) in Q3 2026, closing a stake of 133 shares — an estimated $13.5K sold.

IFP Advisors first reported a position in ULS in Q2 2025 and held it in 5 quarters. The position peaked at $20.3K in Q4 2025. 159 funds tracked by Wall St. Rank hold ULS as of Q3 2026.

  • IFP Advisors reported no remaining UL Solutions position as of Q3 2026 after selling out during the quarter.
  • IFP Advisors sold 133 UL Solutions shares in Q3 2026, an estimated $13.5K.
  • IFP Advisors first reported a position in UL Solutions in Q2 2025 and held it in 5 quarters.
  • IFP Advisors's UL Solutions position peaked at $20.3K in Q4 2025.
  • 159 funds tracked by Wall St. Rank held UL Solutions as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.