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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
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

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

Steward Partners Investment Advisory's ULS Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its UL Solutions (ULS) stake by 40% in Q1 2026, selling an estimated $47.2K and leaving 888 shares worth $76.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2541.

Steward Partners Investment Advisory first reported a position in ULS in Q2 2025 and has held it in 4 quarters since. The position peaked at $117K in Q4 2025. 369 funds tracked by Wall St. Rank hold ULS as of Q1 2026.

  • Steward Partners Investment Advisory held 888 shares of UL Solutions worth $76.1K as of Q1 2026.
  • Steward Partners Investment Advisory sold 599 UL Solutions shares in Q1 2026, an estimated $47.2K.
  • UL Solutions made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2541 holding.
  • Steward Partners Investment Advisory first reported a position in UL Solutions in Q2 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's UL Solutions position peaked at $117K in Q4 2025.
  • 369 funds tracked by Wall St. Rank held UL Solutions as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.