Wealth Enhancement Advisory Services
ULS icon

Wealth Enhancement Advisory Services’s UL Solutions ULS Stock Holding History

Wealth Enhancement Advisory Services’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 		$575K Buy
6,591
+1,565
+31% +$148K ﹤0.01% 2555
2026
Q1 		$425K Buy
5,026
+752
+18% +$59.3K ﹤0.01% 2462
2025
Q4 		$361K Buy
4,274
+1,215
+40% +$97.5K ﹤0.01% 2752
2025
Q3 		$225K Sell
3,059
-268
-8% -$18.3K ﹤0.01% 3023
2025
Q2 		$235K Buy
+3,327
New +$218K ﹤0.01% 2856

Other funds holding ULS

BlackRock
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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 $3.37T AUM 44.26% 1-Year Est. Return

Wealth Enhancement Advisory Services's ULS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its UL Solutions (ULS) stake by 31% in Q2 2026, buying an estimated $148K and bringing the position to 6,591 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #2555.

Wealth Enhancement Advisory Services first reported a position in ULS in Q2 2025 and has held it in 5 quarters since. 390 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 6,591 shares of UL Solutions worth $575K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,565 UL Solutions shares in Q2 2026, an estimated $148K.
  • UL Solutions made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2555 holding.
  • Wealth Enhancement Advisory Services first reported a position in UL Solutions in Q2 2025 and has held it in 5 quarters since.
  • 390 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.