Values First Advisors
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Values First Advisors’s UL Solutions ULS Stock Holding History

Values First 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
Q3 		$237K Buy
+3,614
New +$283K 0.11% 168

Other funds holding ULS

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
CRB
Chad R. Baker $612M AUM 33.64% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
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
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Renaissance Capital
Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Values First Advisors's ULS Position: Q3 2026 in Review

Values First Advisors opened a new position in UL Solutions (ULS) in Q3 2026: 3,614 shares worth $237K. The stake represents 0.11% of the portfolio and ranks #168 among its holdings.

59 funds tracked by Wall St. Rank hold ULS as of Q3 2026.

  • Values First Advisors held 3,614 shares of UL Solutions worth $237K as of Q3 2026.
  • UL Solutions was a new Values First Advisors position in Q3 2026.
  • UL Solutions made up 0.11% of Values First Advisors's portfolio in Q3 2026, its #168 holding.
  • 59 funds tracked by Wall St. Rank held UL Solutions as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.