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Sequoia Financial Advisors’s UL Solutions ULS Stock Holding History

Sequoia Financial Advisors’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 		$449K Buy
4,404
+217
+5% +$20.5K ﹤0.01% 1407
2026
Q1 		$359K Buy
+4,187
New +$330K ﹤0.01% 1458

Other funds holding ULS

CRB
Chad R. Baker $620M AUM 42.67% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $322M AUM 33.73% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Sequoia Financial Advisors's ULS Position: Q2 2026 in Review

Sequoia Financial Advisors increased its UL Solutions (ULS) stake by 5.2% in Q2 2026, buying an estimated $20.5K and bringing the position to 4,404 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Sequoia Financial Advisors first reported a position in ULS in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Sequoia Financial Advisors held 4,404 shares of UL Solutions worth $449K as of Q2 2026.
  • Sequoia Financial Advisors bought 217 UL Solutions shares in Q2 2026, an estimated $20.5K.
  • UL Solutions made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1407 holding.
  • Sequoia Financial Advisors first reported a position in UL Solutions in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.