LVW Advisors
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LVW Advisors’s UL Solutions ULS Stock Holding History

LVW 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
Q3 		– Sell
-6,253
Closed -$637K – 516
2026
Q2 		$637K Sell
6,253
-212
-3% -$20K 0.06% 192
2026
Q1 		$554K Sell
6,465
-1,278
-17% -$101K 0.05% 194
2025
Q4 		$611K Sell
7,743
-412
-5% -$33.1K 0.06% 164
2025
Q3 		$578K Buy
+8,155
New +$556K 0.06% 171

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Vanguard Capital Management
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Vanguard Portfolio Management
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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

LVW Advisors's ULS Position: Q3 2026 in Review

LVW Advisors sold out of UL Solutions (ULS) in Q3 2026, closing a stake of 6,253 shares — an estimated $637K sold.

LVW Advisors first reported a position in ULS in Q3 2025 and held it in 4 quarters. The position peaked at $637K in Q2 2026. 300 funds tracked by Wall St. Rank hold ULS as of Q3 2026.

  • LVW Advisors reported no remaining UL Solutions position as of Q3 2026 after selling out during the quarter.
  • LVW Advisors sold 6,253 UL Solutions shares in Q3 2026, an estimated $637K.
  • LVW Advisors first reported a position in UL Solutions in Q3 2025 and held it in 4 quarters.
  • LVW Advisors's UL Solutions position peaked at $637K in Q2 2026.
  • 300 funds tracked by Wall St. Rank held UL Solutions as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.