Pacific Excel Wealth Advisors’s UL Solutions ULS Stock Holding History

Pacific Excel Wealth 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	$264K	Buy	+2,587	New	+$245K	0.1%	176

Other funds holding ULS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jupiter Topco New York $245B AUM

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pacific Excel Wealth Advisors's ULS Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in UL Solutions (ULS) in Q2 2026: 2,587 shares worth $264K. The stake represents 0.1% of the portfolio and ranks #176 among its holdings.

390 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

Pacific Excel Wealth Advisors held 2,587 shares of UL Solutions worth $264K as of Q2 2026.
UL Solutions was a new Pacific Excel Wealth Advisors position in Q2 2026.
UL Solutions made up 0.1% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #176 holding.
390 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.