LWA
ULS icon

Legacy Wealth Advisors’s UL Solutions ULS Stock Holding History

Legacy 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 		$305K Buy
+2,995
New +$283K 0.13% 100

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

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

Legacy Wealth Advisors opened a new position in UL Solutions (ULS) in Q2 2026: 2,995 shares worth $305K. The stake represents 0.13% of the portfolio and ranks #100 among its holdings.

389 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Legacy Wealth Advisors held 2,995 shares of UL Solutions worth $305K as of Q2 2026.
  • UL Solutions was a new Legacy Wealth Advisors position in Q2 2026.
  • UL Solutions made up 0.13% of Legacy Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • 389 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Legacy Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.