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SHP Wealth Management’s UL Solutions ULS Stock Holding History

SHP 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
Q1 		$1.11K Buy
13
+9
+225% +$710 ﹤0.01% 1434
2025
Q4 		$315 Buy
+4
New +$321 ﹤0.01% 1427

Other funds holding ULS

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

SHP Wealth Management's ULS Position: Q1 2026 in Review

SHP Wealth Management increased its UL Solutions (ULS) stake by 225% in Q1 2026, buying an estimated $710 and bringing the position to 13 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

SHP Wealth Management first reported a position in ULS in Q4 2025 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold ULS as of Q1 2026.

  • SHP Wealth Management held 13 shares of UL Solutions worth $1.11K as of Q1 2026.
  • SHP Wealth Management bought 9 UL Solutions shares in Q1 2026, an estimated $710.
  • UL Solutions made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1434 holding.
  • SHP Wealth Management first reported a position in UL Solutions in Q4 2025 and has held it in 2 quarters since.
  • 370 funds tracked by Wall St. Rank held UL Solutions as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.