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NewEdge Advisors’s UL Solutions ULS Stock Holding History

NewEdge 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
Q1 		$25.7K Hold
300
– – ﹤0.01% 3127
2025
Q4 		$23.7K Hold
300
– – ﹤0.01% 3196
2025
Q3 		$21.3K Hold
300
– – ﹤0.01% 3106
2025
Q2 		$21.9K Sell
300
-8,583
-97% -$562K ﹤0.01% 2925
2025
Q1 		$501K Sell
8,883
-156
-2% -$8.28K ﹤0.01% 1581
2024
Q4 		$451K Buy
9,039
+2,109
+30% +$109K ﹤0.01% 1620
2024
Q3 		$342K Buy
6,930
+6,780
+4,520% +$330K ﹤0.01% 1721
2024
Q2 		$6.33K Buy
+150
New +$5.68K ﹤0.01% 3015

Other funds holding ULS

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Capital International Investors
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return