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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
Q2 		$1.32K Hold
13
– – ﹤0.01% 1510
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

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 $3.38T AUM 44.17% 1-Year Est. Return

SHP Wealth Management's ULS Position: Q2 2026 in Review

SHP Wealth Management held its UL Solutions (ULS) position steady in Q2 2026 at 13 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

SHP Wealth Management 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.

  • SHP Wealth Management held 13 shares of UL Solutions worth $1.32K as of Q2 2026.
  • SHP Wealth Management left its UL Solutions share count unchanged in Q2 2026.
  • UL Solutions made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1510 holding.
  • SHP Wealth Management 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 SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.