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SageView Advisory Group’s UL Solutions ULS Stock Holding History

SageView Advisory Group’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 		$285K Buy
2,799
+23
+0.8% +$2.17K 0.01% 508
2026
Q1 		$238K Buy
2,776
+247
+10% +$19.5K 0.01% 531
2025
Q4 		$199K Buy
+2,529
New +$203K 0.01% 603

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

SageView Advisory Group's ULS Position: Q2 2026 in Review

SageView Advisory Group increased its UL Solutions (ULS) stake by 0.83% in Q2 2026, buying an estimated $2.17K and bringing the position to 2,799 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #508.

SageView Advisory Group first reported a position in ULS in Q4 2025 and has held it in 3 quarters since. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • SageView Advisory Group held 2,799 shares of UL Solutions worth $285K as of Q2 2026.
  • SageView Advisory Group bought 23 UL Solutions shares in Q2 2026, an estimated $2.17K.
  • UL Solutions made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #508 holding.
  • SageView Advisory Group first reported a position in UL Solutions in Q4 2025 and has held it in 3 quarters since.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.