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NewEdge Wealth’s UL Solutions ULS Stock Holding History

NewEdge Wealth’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 		$4.42M Sell
51,584
-7,968
-13% -$628K 0.05% 241
2025
Q4 		$4.7M Sell
59,552
-3,549
-6% -$285K 0.05% 243
2025
Q3 		$5.41M Buy
+63,101
New +$4.3M 0.08% 196

Other funds holding ULS

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

NewEdge Wealth's ULS Position: Q1 2026 in Review

NewEdge Wealth reduced its UL Solutions (ULS) stake by 13% in Q1 2026, selling an estimated $628K and leaving 51,584 shares worth $4.42M. The position accounts for 0.05% of the portfolio, ranked #241.

NewEdge Wealth first reported a position in ULS in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.41M in Q3 2025. 369 funds tracked by Wall St. Rank hold ULS as of Q1 2026.

  • NewEdge Wealth held 51,584 shares of UL Solutions worth $4.42M as of Q1 2026.
  • NewEdge Wealth sold 7,968 UL Solutions shares in Q1 2026, an estimated $628K.
  • UL Solutions made up 0.05% of NewEdge Wealth's portfolio in Q1 2026, its #241 holding.
  • NewEdge Wealth first reported a position in UL Solutions in Q3 2025 and has held it in 3 quarters since.
  • NewEdge Wealth's UL Solutions position peaked at $5.41M in Q3 2025.
  • 369 funds tracked by Wall St. Rank held UL Solutions as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.