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Root Financial Partners’s UL Solutions ULS Stock Holding History

Root Financial Partners’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 		– Sell
-114
Closed -$9.77K – 3300
2026
Q1 		$9.77K Buy
114
+21
+23% +$1.66K ﹤0.01% 1698
2025
Q4 		$7.33K Buy
93
+51
+121% +$4.09K ﹤0.01% 1628
2025
Q3 		$2.98K Buy
+42
New +$2.86K ﹤0.01% 1888

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Vanguard Capital Management
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Capital Research Global Investors
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JT
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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

Root Financial Partners's ULS Position: Q2 2026 in Review

Root Financial Partners sold out of UL Solutions (ULS) in Q2 2026, closing a stake of 114 shares — an estimated $9.77K sold.

Root Financial Partners first reported a position in ULS in Q3 2025 and held it in 3 quarters. The position peaked at $9.77K in Q1 2026. 390 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Root Financial Partners reported no remaining UL Solutions position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 114 UL Solutions shares in Q2 2026, an estimated $9.77K.
  • Root Financial Partners first reported a position in UL Solutions in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's UL Solutions position peaked at $9.77K in Q1 2026.
  • 390 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.