Raymond James Financial’s UL Solutions ULS Stock Holding History

Raymond James Financial’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 Q1	$50.6M	Sell	590,332 -136,877	-19%	-$10.8M	0.02%	844
2025 Q4	$57.3M	Sell	727,209 -65,899	-8%	-$5.29M	0.02%	756
2025 Q3	$56.2M	Buy	793,108 +267,125	+51%	+$18.2M	0.02%	736
2025 Q2	$38.3M	Buy	525,983 +167,242	+47%	+$10.9M	0.01%	927
2025 Q1	$20.2M	Sell	358,741 -9,033	-2%	-$480K	0.01%	1299
2024 Q4	$18.3M	Buy	+367,774	New	+$19.1M	0.01%	1389

Other funds holding ULS

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Raymond James Financial's ULS Position: Q1 2026 in Review

Raymond James Financial reduced its UL Solutions (ULS) stake by 19% in Q1 2026, selling an estimated $10.8M and leaving 590,332 shares worth $50.6M. The position accounts for 0.02% of the portfolio, ranked #844.

Raymond James Financial first reported a position in ULS in Q4 2024 and has held it in 6 quarters since. The position peaked at $57.3M in Q4 2025. 369 funds tracked by Wall St. Rank hold ULS as of Q1 2026.

Raymond James Financial held 590,332 shares of UL Solutions worth $50.6M as of Q1 2026.
Raymond James Financial sold 136,877 UL Solutions shares in Q1 2026, an estimated $10.8M.
UL Solutions made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #844 holding.
Raymond James Financial first reported a position in UL Solutions in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's UL Solutions position peaked at $57.3M in Q4 2025.
369 funds tracked by Wall St. Rank held UL Solutions as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.