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Kestra Advisory Services’s UL Solutions ULS Stock Holding History

Kestra Advisory Services’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 		– Sell
-2,701
Closed -$213K – 4465
2025
Q4 		$213K Sell
2,701
-167
-6% -$13.4K ﹤0.01% 2834
2025
Q3 		$203K Buy
+2,868
New +$195K ﹤0.01% 2739

Other funds holding ULS

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Kestra Advisory Services's ULS Position: Q1 2026 in Review

Kestra Advisory Services sold out of UL Solutions (ULS) in Q1 2026, closing a stake of 2,701 shares — an estimated $213K sold.

Kestra Advisory Services first reported a position in ULS in Q3 2025 and held it in 2 quarters. The position peaked at $213K in Q4 2025. 370 funds tracked by Wall St. Rank hold ULS as of Q1 2026.

  • Kestra Advisory Services reported no remaining UL Solutions position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,701 UL Solutions shares in Q1 2026, an estimated $213K.
  • Kestra Advisory Services first reported a position in UL Solutions in Q3 2025 and held it in 2 quarters.
  • Kestra Advisory Services's UL Solutions position peaked at $213K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held UL Solutions as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.