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Stephens Inc’s UL Solutions ULS Stock Holding History

Stephens Inc’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 		– Sell
-2,725
Closed -$215K – 1393
2025
Q4 		$215K Sell
2,725
-670
-20% -$53.8K ﹤0.01% 1172
2025
Q3 		$241K Buy
+3,395
New +$231K ﹤0.01% 1143

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 $5.72T AUM 30.48% 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

Stephens Inc's ULS Position: Q1 2026 in Review

Stephens Inc sold out of UL Solutions (ULS) in Q1 2026, closing a stake of 2,725 shares — an estimated $215K sold.

Stephens Inc first reported a position in ULS in Q3 2025 and held it in 2 quarters. The position peaked at $241K in Q3 2025. 369 funds tracked by Wall St. Rank hold ULS as of Q1 2026.

  • Stephens Inc reported no remaining UL Solutions position as of Q1 2026 after selling out during the quarter.
  • Stephens Inc sold 2,725 UL Solutions shares in Q1 2026, an estimated $215K.
  • Stephens Inc first reported a position in UL Solutions in Q3 2025 and held it in 2 quarters.
  • Stephens Inc's UL Solutions position peaked at $241K in Q3 2025.
  • 369 funds tracked by Wall St. Rank held UL Solutions as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.