Toth Financial Advisory
ULS icon

Toth Financial Advisory’s UL Solutions ULS Stock Holding History

Toth Financial 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
Q3 		$21.3K Hold
325
– – ﹤0.01% 496
2026
Q2 		$33.1K Hold
325
– – ﹤0.01% 436
2026
Q1 		$27.9K Buy
325
+25
+8% +$1.97K ﹤0.01% 442
2025
Q4 		$23.7K Buy
300
+190
+173% +$15.3K ﹤0.01% 461
2025
Q3 		$7.8K Buy
+110
New +$7.5K ﹤0.01% 554

Other funds holding ULS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Toth Financial Advisory's ULS Position: Q3 2026 in Review

Toth Financial Advisory held its UL Solutions (ULS) position steady in Q3 2026 at 325 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Toth Financial Advisory first reported a position in ULS in Q3 2025 and has held it in 5 quarters since. The position peaked at $33.1K in Q2 2026. 168 funds tracked by Wall St. Rank hold ULS as of Q3 2026.

  • Toth Financial Advisory held 325 shares of UL Solutions worth $21.3K as of Q3 2026.
  • Toth Financial Advisory left its UL Solutions share count unchanged in Q3 2026.
  • UL Solutions made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #496 holding.
  • Toth Financial Advisory first reported a position in UL Solutions in Q3 2025 and has held it in 5 quarters since.
  • Toth Financial Advisory's UL Solutions position peaked at $33.1K in Q2 2026.
  • 168 funds tracked by Wall St. Rank held UL Solutions as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.