Root Financial Partners
ULS icon

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
Q3 		$10.4K Buy
+159
New +$12.5K ﹤0.01% 1893
2026
Q2 		– Sell
-114
Closed -$9.8K – 3300
2026
Q1 		$9.8K 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

Other funds holding ULS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CRB
Chad R. Baker $612M AUM 33.64% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Root Financial Partners's ULS Position: Q3 2026 in Review

Root Financial Partners opened a new position in UL Solutions (ULS) in Q3 2026: 159 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #1893 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ULS as recently as Q1 2026.

Root Financial Partners first reported a position in ULS in Q3 2025 and has held it in 4 quarters since. 94 funds tracked by Wall St. Rank hold ULS as of Q3 2026.

  • Root Financial Partners held 159 shares of UL Solutions worth $10.4K as of Q3 2026.
  • UL Solutions was a new Root Financial Partners position in Q3 2026.
  • UL Solutions made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1893 holding.
  • Root Financial Partners first reported a position in UL Solutions in Q3 2025 and has held it in 4 quarters since.
  • 94 funds tracked by Wall St. Rank held UL Solutions as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.