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Larson Financial Group’s UL Solutions ULS Stock Holding History

Larson Financial Group’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 		– Sell
-10
Closed -$857 – 3947
2026
Q1 		$857 Hold
10
– – ﹤0.01% 3202
2025
Q4 		$789 Hold
10
– – ﹤0.01% 3019
2025
Q3 		$709 Buy
+10
New +$682 ﹤0.01% 3013

Other funds holding ULS

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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

Larson Financial Group's ULS Position: Q2 2026 in Review

Larson Financial Group sold out of UL Solutions (ULS) in Q2 2026, closing a stake of 10 shares — an estimated $857 sold.

Larson Financial Group first reported a position in ULS in Q3 2025 and held it in 3 quarters. The position peaked at $857 in Q1 2026. 390 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Larson Financial Group reported no remaining UL Solutions position as of Q2 2026 after selling out during the quarter.
  • Larson Financial Group sold 10 UL Solutions shares in Q2 2026, an estimated $857.
  • Larson Financial Group first reported a position in UL Solutions in Q3 2025 and held it in 3 quarters.
  • Larson Financial Group's UL Solutions position peaked at $857 in Q1 2026.
  • 390 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.