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Tower View Wealth Management’s UL Solutions ULS Stock Holding History

Tower View 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
Q2 		$4.08K Sell
40
-12
-23% -$1.14K ﹤0.01% 189
2026
Q1 		$4.46K Buy
+52
New +$4.1K ﹤0.01% 185

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

Tower View Wealth Management's ULS Position: Q2 2026 in Review

Tower View Wealth Management reduced its UL Solutions (ULS) stake by 23% in Q2 2026, selling an estimated $1.14K and leaving 40 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

Tower View Wealth Management first reported a position in ULS in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.46K in Q1 2026. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Tower View Wealth Management held 40 shares of UL Solutions worth $4.08K as of Q2 2026.
  • Tower View Wealth Management sold 12 UL Solutions shares in Q2 2026, an estimated $1.14K.
  • UL Solutions made up ﹤0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Tower View Wealth Management first reported a position in UL Solutions in Q1 2026 and has held it in 2 quarters since.
  • Tower View Wealth Management's UL Solutions position peaked at $4.46K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.