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TD Private Client Wealth’s UL Solutions ULS Stock Holding History

TD Private Client 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 		$2.16M Buy
21,159
+2,386
+13% +$226K 0.04% 253
2026
Q1 		$1.61M Sell
18,773
-1,940
-9% -$153K 0.03% 282
2025
Q4 		$1.63M Sell
20,713
-3,010
-13% -$242K 0.03% 275
2025
Q3 		$1.68M Buy
+23,723
New +$1.62M 0.04% 271

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

TD Private Client Wealth's ULS Position: Q2 2026 in Review

TD Private Client Wealth increased its UL Solutions (ULS) stake by 13% in Q2 2026, buying an estimated $226K and bringing the position to 21,159 shares worth $2.16M. The position accounts for 0.04% of the portfolio, ranked #253.

TD Private Client Wealth first reported a position in ULS in Q3 2025 and has held it in 4 quarters since. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • TD Private Client Wealth held 21,159 shares of UL Solutions worth $2.16M as of Q2 2026.
  • TD Private Client Wealth bought 2,386 UL Solutions shares in Q2 2026, an estimated $226K.
  • UL Solutions made up 0.04% of TD Private Client Wealth's portfolio in Q2 2026, its #253 holding.
  • TD Private Client Wealth first reported a position in UL Solutions in Q3 2025 and has held it in 4 quarters since.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.