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Kestra Advisory Services’s United States Lime & Minerals USLM Stock Holding History

Kestra Advisory Services’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$266K Buy
2,539
+305
+14% +$35.4K ﹤0.01% 2873
2026
Q1 		$292K Buy
2,234
+999
+81% +$120K ﹤0.01% 2650
2025
Q4 		$148K Buy
+1,235
New +$153K ﹤0.01% 3135

Other funds holding USLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Kestra Advisory Services's USLM Position: Q2 2026 in Review

Kestra Advisory Services increased its United States Lime & Minerals (USLM) stake by 14% in Q2 2026, buying an estimated $35.4K and bringing the position to 2,539 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #2873.

Kestra Advisory Services first reported a position in USLM in Q4 2025 and has held it in 3 quarters since. The position peaked at $292K in Q1 2026. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • Kestra Advisory Services held 2,539 shares of United States Lime & Minerals worth $266K as of Q2 2026.
  • Kestra Advisory Services bought 305 United States Lime & Minerals shares in Q2 2026, an estimated $35.4K.
  • United States Lime & Minerals made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2873 holding.
  • Kestra Advisory Services first reported a position in United States Lime & Minerals in Q4 2025 and has held it in 3 quarters since.
  • Kestra Advisory Services's United States Lime & Minerals position peaked at $292K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.