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Simplicity Wealth’s UL Solutions ULS Stock Holding History

Simplicity Wealth’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 		$363K Buy
+3,560
New +$337K 0.01% 761

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

Simplicity Wealth's ULS Position: Q2 2026 in Review

Simplicity Wealth opened a new position in UL Solutions (ULS) in Q2 2026: 3,560 shares worth $363K. The stake represents 0.01% of the portfolio and ranks #761 among its holdings.

390 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Simplicity Wealth held 3,560 shares of UL Solutions worth $363K as of Q2 2026.
  • UL Solutions was a new Simplicity Wealth position in Q2 2026.
  • UL Solutions made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #761 holding.
  • 390 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.