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
Q3 		$2.64M Sell
40,210
-4,046
-9% -$317K ﹤0.01% 3497
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial's ULS Position: Q3 2026 in Review

LPL Financial reduced its UL Solutions (ULS) stake by 9.1% in Q3 2026, selling an estimated $317K and leaving 40,210 shares worth $2.64M. The position accounts for ﹤0.01% of the portfolio, ranked #3497.

LPL Financial first reported a position in ULS in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.51M in Q2 2026. 167 funds tracked by Wall St. Rank hold ULS as of Q3 2026.

  • LPL Financial held 40,210 shares of UL Solutions worth $2.64M as of Q3 2026.
  • LPL Financial sold 4,046 UL Solutions shares in Q3 2026, an estimated $317K.
  • UL Solutions made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3497 holding.
  • LPL Financial first reported a position in UL Solutions in Q2 2024 and has held it in 9 quarters since.
  • LPL Financial's UL Solutions position peaked at $4.51M in Q2 2026.
  • 167 funds tracked by Wall St. Rank held UL Solutions as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.