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JFS Wealth Advisors’s UL Solutions ULS Stock Holding History

JFS Wealth 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
Q2 		$2.14K Buy
21
+6
+40% +$567 ﹤0.01% 1591
2026
Q1 		$1.29K Hold
15
– – ﹤0.01% 1624
2025
Q4 		$1.18K Buy
15
+8
+114% +$642 ﹤0.01% 1677
2025
Q3 		$497 Buy
+7
New +$477 ﹤0.01% 1764

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 $3.37T AUM 44.26% 1-Year Est. Return

JFS Wealth Advisors's ULS Position: Q2 2026 in Review

JFS Wealth Advisors increased its UL Solutions (ULS) stake by 40% in Q2 2026, buying an estimated $567 and bringing the position to 21 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

JFS Wealth Advisors first reported a position in ULS in Q3 2025 and has held it in 4 quarters since. 390 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • JFS Wealth Advisors held 21 shares of UL Solutions worth $2.14K as of Q2 2026.
  • JFS Wealth Advisors bought 6 UL Solutions shares in Q2 2026, an estimated $567.
  • UL Solutions made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1591 holding.
  • JFS Wealth Advisors first reported a position in UL Solutions in Q3 2025 and has held it in 4 quarters since.
  • 390 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.