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Vest Financial’s UL Solutions ULS Stock Holding History

Vest Financial’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 		$6.68M Sell
65,602
-2,609
-4% -$247K 0.07% 215
2026
Q1 		$5.85M Sell
68,211
-19,397
-22% -$1.53M 0.07% 220
2025
Q4 		$6.91M Buy
87,608
+24,143
+38% +$1.94M 0.09% 162
2025
Q3 		$4.5M Buy
63,465
+28,670
+82% +$1.95M 0.06% 206
2025
Q2 		$2.54M Buy
34,795
+19,172
+123% +$1.26M 0.04% 250
2025
Q1 		$881K Buy
+15,623
New +$829K 0.01% 328

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
JT
Jupiter Topco New York $245B AUM
DCP
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

Vest Financial's ULS Position: Q2 2026 in Review

Vest Financial reduced its UL Solutions (ULS) stake by 3.8% in Q2 2026, selling an estimated $247K and leaving 65,602 shares worth $6.68M. The position accounts for 0.07% of the portfolio, ranked #215.

Vest Financial first reported a position in ULS in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.91M in Q4 2025. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Vest Financial held 65,602 shares of UL Solutions worth $6.68M as of Q2 2026.
  • Vest Financial sold 2,609 UL Solutions shares in Q2 2026, an estimated $247K.
  • UL Solutions made up 0.07% of Vest Financial's portfolio in Q2 2026, its #215 holding.
  • Vest Financial first reported a position in UL Solutions in Q1 2025 and has held it in 6 quarters since.
  • Vest Financial's UL Solutions position peaked at $6.91M in Q4 2025.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.