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Mowery & Schoenfeld Wealth Management’s UL Solutions ULS Stock Holding History

Mowery & Schoenfeld Wealth Management’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 		$10.2K Hold
100
– – 0.01% 243
2026
Q1 		$8.57K Hold
100
– – 0.01% 234
2025
Q4 		$7.89K Hold
100
– – 0.01% 275
2025
Q3 		$7.09K Hold
100
– – 0.01% 250
2025
Q2 		$7.29K Buy
+100
New +$6.55K 0.01% 241

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 $3.38T AUM 44.17% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's ULS Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its UL Solutions (ULS) position steady in Q2 2026 at 100 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #243.

Mowery & Schoenfeld Wealth Management first reported a position in ULS in Q2 2025 and has held it in 5 quarters since. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 100 shares of UL Solutions worth $10.2K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its UL Solutions share count unchanged in Q2 2026.
  • UL Solutions made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #243 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in UL Solutions in Q2 2025 and has held it in 5 quarters since.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.