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Physician Wealth Advisors’s UL Solutions ULS Stock Holding History

Physician 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 		$1.02K Buy
+10
New +$946 ﹤0.01% 1827

Other funds holding ULS

CRB
Chad R. Baker $620M AUM 42.67% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $322M AUM 33.73% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return

Physician Wealth Advisors's ULS Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in UL Solutions (ULS) in Q2 2026: 10 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #1827 among its holdings.

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

  • Physician Wealth Advisors held 10 shares of UL Solutions worth $1.02K as of Q2 2026.
  • UL Solutions was a new Physician Wealth Advisors position in Q2 2026.
  • UL Solutions made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1827 holding.
  • 51 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.