Pitti Group Wealth Management’s Ultralife ULBI Stock Holding History

Pitti Group Wealth Management’s Portfolio ULBI Stock Details ULBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$129K	Hold	20,443	–	–	0.09%	84
2026 Q1	$133K	Hold	20,443	–	–	0.11%	81
2025 Q4	$117K	Buy	20,443 +2,462	+14%	+$15.2K	0.1%	77
2025 Q3	$123K	Buy	17,981 +3,000	+20%	+$22.7K	0.1%	75
2025 Q2	$135K	Sell	14,981 -6,139	-29%	-$36.4K	0.12%	78
2025 Q1	$114K	Buy	21,120 +4,000	+23%	+$27.2K	0.12%	73
2024 Q4	$128K	Sell	17,120 -1,000	-6%	-$8.22K	0.13%	73
2024 Q3	$124K	Hold	18,120	–	–	0.13%	60
2024 Q2	$124K	Sell	18,120 -1,000	-5%	-$10.6K	0.13%	60
2024 Q1	$170K	Buy	19,120 +1,000	+6%	+$8.14K	0.19%	60
2023 Q4	$124K	Buy	18,120 +5,300	+41%	+$43.5K	0.13%	60
2023 Q3	$125K	Hold	12,820	–	–	0.14%	65
2023 Q2	$62K	Hold	12,820	–	–	0.07%	62
2023 Q1	$51.5K	Sell	12,820 -1,875	-13%	-$7.53K	0.06%	69
2022 Q4	$56.7K	Buy	+14,695	New	+$67.8K	0.07%	67

Other funds holding ULBI

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

THC

Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pitti Group Wealth Management's ULBI Position: Q2 2026 in Review

Pitti Group Wealth Management held its Ultralife (ULBI) position steady in Q2 2026 at 20,443 shares worth $129K. The position accounts for 0.09% of the portfolio, ranked #84.

Pitti Group Wealth Management first reported a position in ULBI in Q4 2022 and has held it in 15 quarters since. The position peaked at $170K in Q1 2024. 52 funds tracked by Wall St. Rank hold ULBI as of Q2 2026.

Pitti Group Wealth Management held 20,443 shares of Ultralife worth $129K as of Q2 2026.
Pitti Group Wealth Management left its Ultralife share count unchanged in Q2 2026.
Ultralife made up 0.09% of Pitti Group Wealth Management's portfolio in Q2 2026, its #84 holding.
Pitti Group Wealth Management first reported a position in Ultralife in Q4 2022 and has held it in 15 quarters since.
Pitti Group Wealth Management's Ultralife position peaked at $170K in Q1 2024.
52 funds tracked by Wall St. Rank held Ultralife as of Q2 2026.

Based on Pitti Group Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.