PWP
ULS icon

Phillips Wealth Planners’s UL Solutions ULS Stock Holding History

Phillips Wealth Planners’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
Q2 		– Sell
-4,006
Closed -$226K – 198
2025
Q1 		$226K Buy
+4,006
New +$213K 0.24% 154
2024
Q4 		– Sell
-4,019
Closed -$218K – 200
2024
Q3 		$218K Buy
+4,019
New +$196K 0.21% 177

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Phillips Wealth Planners's ULS Position: Q2 2025 in Review

Phillips Wealth Planners sold out of UL Solutions (ULS) in Q2 2025, closing a stake of 4,006 shares — an estimated $226K sold.

Phillips Wealth Planners first reported a position in ULS in Q3 2024 and held it in 2 quarters. The position peaked at $226K in Q1 2025. 247 funds tracked by Wall St. Rank hold ULS as of Q2 2025.

  • Phillips Wealth Planners reported no remaining UL Solutions position as of Q2 2025 after selling out during the quarter.
  • Phillips Wealth Planners sold 4,006 UL Solutions shares in Q2 2025, an estimated $226K.
  • Phillips Wealth Planners first reported a position in UL Solutions in Q3 2024 and held it in 2 quarters.
  • Phillips Wealth Planners's UL Solutions position peaked at $226K in Q1 2025.
  • 247 funds tracked by Wall St. Rank held UL Solutions as of Q2 2025.

Based on Phillips Wealth Planners's 13F filing for Q2 2025, filed 11 Jul 2025.