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LRI Investments’s UL Solutions ULS Stock Holding History

LRI Investments’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 		$204 Buy
+2
New +$189 ﹤0.01% 1735
2026
Q1 		– Sell
-1,347
Closed -$106K – 1508
2025
Q4 		$106K Buy
1,347
+93
+7% +$7.47K 0.01% 399
2025
Q3 		$88.9K Sell
1,254
-498
-28% -$33.9K 0.01% 440
2025
Q2 		$128K Buy
+1,752
New +$115K 0.01% 379

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

LRI Investments's ULS Position: Q2 2026 in Review

LRI Investments opened a new position in UL Solutions (ULS) in Q2 2026: 2 shares worth $204. The stake represents ﹤0.01% of the portfolio and ranks #1735 among its holdings. This is a return to the name: LRI Investments previously reported a position in ULS as recently as Q4 2025.

LRI Investments first reported a position in ULS in Q2 2025 and has held it in 4 quarters since. The position peaked at $128K in Q2 2025. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • LRI Investments held 2 shares of UL Solutions worth $204 as of Q2 2026.
  • UL Solutions was a new LRI Investments position in Q2 2026.
  • UL Solutions made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1735 holding.
  • LRI Investments first reported a position in UL Solutions in Q2 2025 and has held it in 4 quarters since.
  • LRI Investments's UL Solutions position peaked at $128K in Q2 2025.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.