United Capital Financial Advisors
ULS icon

United Capital Financial Advisors’s UL Solutions ULS Stock Holding History

United Capital Financial Advisors’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 		$5.91M Sell
58,064
-24,309
-30% -$2.3M 0.03% 346
2026
Q1 		$7.06M Sell
82,373
-24,385
-23% -$1.92M 0.04% 297
2025
Q4 		$8.42M Sell
106,758
-11,724
-10% -$941K 0.05% 272
2025
Q3 		$8.4M Buy
+118,482
New +$8.08M 0.06% 235

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
Jupiter Topco
Jupiter Topco New York $245B AUM
Durable Capital Partners
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

United Capital Financial Advisors's ULS Position: Q2 2026 in Review

United Capital Financial Advisors reduced its UL Solutions (ULS) stake by 30% in Q2 2026, selling an estimated $2.3M and leaving 58,064 shares worth $5.91M. The position accounts for 0.03% of the portfolio, ranked #346.

United Capital Financial Advisors first reported a position in ULS in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.42M in Q4 2025. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • United Capital Financial Advisors held 58,064 shares of UL Solutions worth $5.91M as of Q2 2026.
  • United Capital Financial Advisors sold 24,309 UL Solutions shares in Q2 2026, an estimated $2.3M.
  • UL Solutions made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #346 holding.
  • United Capital Financial Advisors first reported a position in UL Solutions in Q3 2025 and has held it in 4 quarters since.
  • United Capital Financial Advisors's UL Solutions position peaked at $8.42M in Q4 2025.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.