Perigon Wealth Management’s UL Solutions ULS Stock Holding History

Perigon Wealth Management’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	$238K	Buy	+2,341	New	+$221K	﹤0.01%	1266

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

Perigon Wealth Management's ULS Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in UL Solutions (ULS) in Q2 2026: 2,341 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #1266 among its holdings.

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

Perigon Wealth Management held 2,341 shares of UL Solutions worth $238K as of Q2 2026.
UL Solutions was a new Perigon Wealth Management position in Q2 2026.
UL Solutions made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1266 holding.
390 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.