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Rialto Wealth Management’s UL Solutions ULS Stock Holding History

Rialto 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 		$1.53K Buy
15
+2
+15% +$189 ﹤0.01% 1207
2026
Q1 		$1.11K Hold
13
– – ﹤0.01% 1064
2025
Q4 		$1.03K Buy
13
+2
+18% +$161 ﹤0.01% 987
2025
Q3 		$780 Buy
11
+1
+10% +$68 ﹤0.01% 1028
2025
Q2 		$729 Hold
10
– – ﹤0.01% 977
2025
Q1 		$564 Buy
+10
New +$531 ﹤0.01% 751

Other funds holding ULS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JT
Jupiter Topco New York $245B AUM
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Rialto Wealth Management increased its UL Solutions (ULS) stake by 15% in Q2 2026, buying an estimated $189 and bringing the position to 15 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Rialto Wealth Management first reported a position in ULS in Q1 2025 and has held it in 6 quarters since. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Rialto Wealth Management held 15 shares of UL Solutions worth $1.53K as of Q2 2026.
  • Rialto Wealth Management bought 2 UL Solutions shares in Q2 2026, an estimated $189.
  • UL Solutions made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1207 holding.
  • Rialto Wealth Management first reported a position in UL Solutions in Q1 2025 and has held it in 6 quarters since.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.