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Optimize Financial’s UL Solutions ULS Stock Holding History

Optimize Financial’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
2025
Q3 		– Sell
-4,102
Closed -$299K – 450
2025
Q2 		$299K Sell
4,102
-28
-0.7% -$1.83K 0.18% 160
2025
Q1 		$233K Buy
+4,130
New +$219K 0.17% 159

Other funds holding ULS

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Optimize Financial's ULS Position: Q3 2025 in Review

Optimize Financial sold out of UL Solutions (ULS) in Q3 2025, closing a stake of 4,102 shares — an estimated $299K sold.

Optimize Financial first reported a position in ULS in Q1 2025 and held it in 2 quarters. The position peaked at $299K in Q2 2025. 280 funds tracked by Wall St. Rank hold ULS as of Q3 2025.

  • Optimize Financial reported no remaining UL Solutions position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 4,102 UL Solutions shares in Q3 2025, an estimated $299K.
  • Optimize Financial first reported a position in UL Solutions in Q1 2025 and held it in 2 quarters.
  • Optimize Financial's UL Solutions position peaked at $299K in Q2 2025.
  • 280 funds tracked by Wall St. Rank held UL Solutions as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.