Oxford Financial Group’s UL Solutions ULS Stock Holding History

Oxford Financial Group’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	$714K	Buy	+8,325	New	+$656K	0.04%	127

Other funds holding ULS

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Oxford Financial Group's ULS Position: Q1 2026 in Review

Oxford Financial Group opened a new position in UL Solutions (ULS) in Q1 2026: 8,325 shares worth $714K. The stake represents 0.04% of the portfolio and ranks #127 among its holdings.

369 funds tracked by Wall St. Rank hold ULS as of Q1 2026.

Oxford Financial Group held 8,325 shares of UL Solutions worth $714K as of Q1 2026.
UL Solutions was a new Oxford Financial Group position in Q1 2026.
UL Solutions made up 0.04% of Oxford Financial Group's portfolio in Q1 2026, its #127 holding.
369 funds tracked by Wall St. Rank held UL Solutions as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.