Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s UL Solutions ULS Stock Holding History

Steward Partners Investment Advisory’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 		$143K Buy
1,402
+514
+58% +$48.6K ﹤0.01% 2413
2026
Q1 		$76.1K Sell
888
-599
-40% -$47.2K ﹤0.01% 2541
2025
Q4 		$117K Buy
1,487
+666
+81% +$53.5K ﹤0.01% 2211
2025
Q3 		$58.2K Buy
821
+792
+2,731% +$54K ﹤0.01% 2531
2025
Q2 		$2.11K Buy
+29
New +$1.9K ﹤0.01% 3716

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
Jupiter Topco
Jupiter Topco New York $245B AUM
Durable Capital Partners
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

Steward Partners Investment Advisory's ULS Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its UL Solutions (ULS) stake by 58% in Q2 2026, buying an estimated $48.6K and bringing the position to 1,402 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #2413.

Steward Partners Investment Advisory first reported a position in ULS in Q2 2025 and has held it in 5 quarters since. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Steward Partners Investment Advisory held 1,402 shares of UL Solutions worth $143K as of Q2 2026.
  • Steward Partners Investment Advisory bought 514 UL Solutions shares in Q2 2026, an estimated $48.6K.
  • UL Solutions made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2413 holding.
  • Steward Partners Investment Advisory first reported a position in UL Solutions in Q2 2025 and has held it in 5 quarters since.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.