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Tranquility Partners’s UL Solutions ULS Stock Holding History

Tranquility Partners’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 		– Sell
-3,400
Closed -$472K – 240
2026
Q2 		$472K Buy
3,400
+150
+5% +$14.2K 0.16% 151
2026
Q1 		$279K Buy
+3,250
New +$256K 0.11% 194

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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
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Tranquility Partners's ULS Position: Q3 2026 in Review

Tranquility Partners sold out of UL Solutions (ULS) in Q3 2026, closing a stake of 3,400 shares — an estimated $472K sold.

Tranquility Partners first reported a position in ULS in Q1 2026 and held it in 2 quarters. The position peaked at $472K in Q2 2026. 35 funds tracked by Wall St. Rank hold ULS as of Q3 2026.

  • Tranquility Partners reported no remaining UL Solutions position as of Q3 2026 after selling out during the quarter.
  • Tranquility Partners sold 3,400 UL Solutions shares in Q3 2026, an estimated $472K.
  • Tranquility Partners first reported a position in UL Solutions in Q1 2026 and held it in 2 quarters.
  • Tranquility Partners's UL Solutions position peaked at $472K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held UL Solutions as of Q3 2026.

Based on Tranquility Partners's 13F filing for Q3 2026, filed 20 Oct 2026.