Thrive Wealth Management
ULS icon

Thrive Wealth Management’s UL Solutions ULS Stock Holding History

Thrive Wealth Management’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
Q3 		$223K Sell
3,392
-539
-14% -$42.2K 0.03% 237
2026
Q2 		$400K Buy
3,931
+578
+17% +$54.7K 0.05% 156
2026
Q1 		$287K Sell
3,353
-425
-11% -$33.5K 0.04% 183
2025
Q4 		$298K Buy
3,778
+101
+3% +$8.11K 0.04% 180
2025
Q3 		$261K Buy
+3,677
New +$251K 0.04% 201

Other funds holding ULS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CRB
Chad R. Baker $612M AUM 33.64% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $314M AUM 27.43% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Renaissance Capital
Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Thrive Wealth Management's ULS Position: Q3 2026 in Review

Thrive Wealth Management reduced its UL Solutions (ULS) stake by 14% in Q3 2026, selling an estimated $42.2K and leaving 3,392 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #237.

Thrive Wealth Management first reported a position in ULS in Q3 2025 and has held it in 5 quarters since. The position peaked at $400K in Q2 2026. 78 funds tracked by Wall St. Rank hold ULS as of Q3 2026.

  • Thrive Wealth Management held 3,392 shares of UL Solutions worth $223K as of Q3 2026.
  • Thrive Wealth Management sold 539 UL Solutions shares in Q3 2026, an estimated $42.2K.
  • UL Solutions made up 0.03% of Thrive Wealth Management's portfolio in Q3 2026, its #237 holding.
  • Thrive Wealth Management first reported a position in UL Solutions in Q3 2025 and has held it in 5 quarters since.
  • Thrive Wealth Management's UL Solutions position peaked at $400K in Q2 2026.
  • 78 funds tracked by Wall St. Rank held UL Solutions as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.