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Loring Wolcott & Coolidge Fiduciary Advisors’s UL Solutions ULS Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$204K Hold
2,000
– – ﹤0.01% 318
2026
Q1 		$169K Hold
2,000
– – ﹤0.01% 329
2025
Q4 		$145K Hold
2,000
– – ﹤0.01% 349
2025
Q3 		$158K Buy
+2,000
New +$136K ﹤0.01% 338

Other funds holding ULS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ULS Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its UL Solutions (ULS) position steady in Q2 2026 at 2,000 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ULS in Q3 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 2,000 shares of UL Solutions worth $204K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its UL Solutions share count unchanged in Q2 2026.
  • UL Solutions made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #318 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in UL Solutions in Q3 2025 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.