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Transatlantique Private Wealth’s UL Solutions ULS Stock Holding History

Transatlantique Private Wealth’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
2025
Q4 		$319K Sell
4,050
-190
-4% -$15.3K 0.1% 186
2025
Q3 		$300K Buy
4,240
+1,038
+32% +$70.7K 0.1% 193
2025
Q2 		$233K Buy
+3,202
New +$210K 0.09% 201

Other funds holding ULS

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Transatlantique Private Wealth's ULS Position: Q4 2025 in Review

Transatlantique Private Wealth reduced its UL Solutions (ULS) stake by 4.5% in Q4 2025, selling an estimated $15.3K and leaving 4,050 shares worth $319K. The position accounts for 0.1% of the portfolio, ranked #186.

Transatlantique Private Wealth first reported a position in ULS in Q2 2025 and has held it in 3 quarters since. 353 funds tracked by Wall St. Rank hold ULS as of Q4 2025.

  • Transatlantique Private Wealth held 4,050 shares of UL Solutions worth $319K as of Q4 2025.
  • Transatlantique Private Wealth sold 190 UL Solutions shares in Q4 2025, an estimated $15.3K.
  • UL Solutions made up 0.1% of Transatlantique Private Wealth's portfolio in Q4 2025, its #186 holding.
  • Transatlantique Private Wealth first reported a position in UL Solutions in Q2 2025 and has held it in 3 quarters since.
  • 353 funds tracked by Wall St. Rank held UL Solutions as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.