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Sheets Smith Wealth Management’s UL Solutions ULS Stock Holding History

Sheets Smith 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 		$719K Buy
7,062
+143
+2% +$13.5K 0.07% 252
2026
Q1 		$593K Buy
6,919
+2
+0% +$158 0.07% 261
2025
Q4 		$545K Buy
6,917
+2,243
+48% +$180K 0.06% 266
2025
Q3 		$331K Buy
4,674
+164
+4% +$11.2K 0.04% 329
2025
Q2 		$329K Buy
+4,510
New +$295K 0.04% 331

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

Sheets Smith Wealth Management's ULS Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its UL Solutions (ULS) stake by 2.1% in Q2 2026, buying an estimated $13.5K and bringing the position to 7,062 shares worth $719K. The position accounts for 0.07% of the portfolio, ranked #252.

Sheets Smith Wealth Management first reported a position in ULS in Q2 2025 and has held it in 5 quarters since. 390 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Sheets Smith Wealth Management held 7,062 shares of UL Solutions worth $719K as of Q2 2026.
  • Sheets Smith Wealth Management bought 143 UL Solutions shares in Q2 2026, an estimated $13.5K.
  • UL Solutions made up 0.07% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #252 holding.
  • Sheets Smith Wealth Management first reported a position in UL Solutions in Q2 2025 and has held it in 5 quarters since.
  • 390 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.