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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
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

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

LVW Advisors's ULS Position: Q2 2026 in Review

LVW Advisors reduced its UL Solutions (ULS) stake by 3.3% in Q2 2026, selling an estimated $20K and leaving 6,253 shares worth $637K. The position accounts for 0.06% of the portfolio, ranked #192.

LVW Advisors first reported a position in ULS in Q3 2025 and has held it in 4 quarters since. 390 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • LVW Advisors held 6,253 shares of UL Solutions worth $637K as of Q2 2026.
  • LVW Advisors sold 212 UL Solutions shares in Q2 2026, an estimated $20K.
  • UL Solutions made up 0.06% of LVW Advisors's portfolio in Q2 2026, its #192 holding.
  • LVW Advisors first reported a position in UL Solutions in Q3 2025 and has held it in 4 quarters since.
  • 390 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.