LPL Financial
ULS icon

LPL Financial’s UL Solutions ULS Stock Holding History

LPL Financial’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 		$4.51M Buy
44,256
+4,061
+10% +$384K ﹤0.01% 2902
2026
Q1 		$3.45M Buy
40,195
+538
+1% +$42.4K ﹤0.01% 2972
2025
Q4 		$3.13M Sell
39,657
-444
-1% -$35.6K ﹤0.01% 2974
2025
Q3 		$2.84M Buy
40,101
+34,392
+602% +$2.34M ﹤0.01% 2996
2025
Q2 		$416K Buy
+5,709
New +$374K ﹤0.01% 4525
2025
Q1 		– Sell
-16,990
Closed -$847K – 5542
2024
Q4 		$847K Sell
16,990
-3,080
-15% -$160K ﹤0.01% 3634
2024
Q3 		$989K Buy
20,070
+4,715
+31% +$230K ﹤0.01% 3421
2024
Q2 		$648K Buy
+15,355
New +$581K ﹤0.01% 3636

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

LPL Financial's ULS Position: Q2 2026 in Review

LPL Financial increased its UL Solutions (ULS) stake by 10% in Q2 2026, buying an estimated $384K and bringing the position to 44,256 shares worth $4.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2902.

LPL Financial first reported a position in ULS in Q2 2024 and has held it in 8 quarters since. 390 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • LPL Financial held 44,256 shares of UL Solutions worth $4.51M as of Q2 2026.
  • LPL Financial bought 4,061 UL Solutions shares in Q2 2026, an estimated $384K.
  • UL Solutions made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2902 holding.
  • LPL Financial first reported a position in UL Solutions in Q2 2024 and has held it in 8 quarters since.
  • 390 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.