SFS
ULS icon

Sowell Financial Services’s UL Solutions ULS Stock Holding History

Sowell Financial Services’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 		$414K Buy
4,068
+2
+0% +$189 0.01% 731
2026
Q1 		$348K Buy
4,066
+9
+0.2% +$710 0.01% 781
2025
Q4 		$320K Buy
4,057
+11
+0.3% +$883 0.01% 811
2025
Q3 		$287K Buy
4,046
+8
+0.2% +$545 0.01% 825
2025
Q2 		$294K Buy
4,038
+8
+0.2% +$524 0.01% 798
2025
Q1 		$227K Buy
+4,030
New +$214K 0.01% 881

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
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 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

Sowell Financial Services's ULS Position: Q2 2026 in Review

Sowell Financial Services increased its UL Solutions (ULS) stake by 0.05% in Q2 2026, buying an estimated $189 and bringing the position to 4,068 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #731.

Sowell Financial Services first reported a position in ULS in Q1 2025 and has held it in 6 quarters since. 45 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Sowell Financial Services held 4,068 shares of UL Solutions worth $414K as of Q2 2026.
  • Sowell Financial Services bought 2 UL Solutions shares in Q2 2026, an estimated $189.
  • UL Solutions made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #731 holding.
  • Sowell Financial Services first reported a position in UL Solutions in Q1 2025 and has held it in 6 quarters since.
  • 45 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.