Tower View Wealth Management
ULS icon

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
Q3 		$2.63K Hold
40
– – ﹤0.01% 179
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

Geode Capital Management
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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
Ranger Investment Management
Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return

Tower View Wealth Management's ULS Position: Q3 2026 in Review

Tower View Wealth Management held its UL Solutions (ULS) position steady in Q3 2026 at 40 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Tower View Wealth Management first reported a position in ULS in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.46K in Q1 2026. 160 funds tracked by Wall St. Rank hold ULS as of Q3 2026.

  • Tower View Wealth Management held 40 shares of UL Solutions worth $2.63K as of Q3 2026.
  • Tower View Wealth Management left its UL Solutions share count unchanged in Q3 2026.
  • UL Solutions made up ﹤0.01% of Tower View Wealth Management's portfolio in Q3 2026, its #179 holding.
  • Tower View Wealth Management first reported a position in UL Solutions in Q1 2026 and has held it in 3 quarters since.
  • Tower View Wealth Management's UL Solutions position peaked at $4.46K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held UL Solutions as of Q3 2026.

Based on Tower View Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.