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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
Q2 		$45.8K Buy
450
+150
+50% +$14.2K ﹤0.01% 3140
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

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

NewEdge Advisors's ULS Position: Q2 2026 in Review

NewEdge Advisors increased its UL Solutions (ULS) stake by 50% in Q2 2026, buying an estimated $14.2K and bringing the position to 450 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3140.

NewEdge Advisors first reported a position in ULS in Q2 2024 and has held it in 9 quarters since. The position peaked at $501K in Q1 2025. 390 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • NewEdge Advisors held 450 shares of UL Solutions worth $45.8K as of Q2 2026.
  • NewEdge Advisors bought 150 UL Solutions shares in Q2 2026, an estimated $14.2K.
  • UL Solutions made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3140 holding.
  • NewEdge Advisors first reported a position in UL Solutions in Q2 2024 and has held it in 9 quarters since.
  • NewEdge Advisors's UL Solutions position peaked at $501K in Q1 2025.
  • 390 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.