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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
Q2 		$5.15M Sell
50,607
-977
-2% -$92.4K 0.05% 230
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

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 Wealth's ULS Position: Q2 2026 in Review

NewEdge Wealth reduced its UL Solutions (ULS) stake by 1.9% in Q2 2026, selling an estimated $92.4K and leaving 50,607 shares worth $5.15M. The position accounts for 0.05% of the portfolio, ranked #230.

NewEdge Wealth first reported a position in ULS in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.41M in Q3 2025. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • NewEdge Wealth held 50,607 shares of UL Solutions worth $5.15M as of Q2 2026.
  • NewEdge Wealth sold 977 UL Solutions shares in Q2 2026, an estimated $92.4K.
  • UL Solutions made up 0.05% of NewEdge Wealth's portfolio in Q2 2026, its #230 holding.
  • NewEdge Wealth first reported a position in UL Solutions in Q3 2025 and has held it in 4 quarters since.
  • NewEdge Wealth's UL Solutions position peaked at $5.41M in Q3 2025.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.