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Wealth Preservation Advisors’s UL Solutions ULS Stock Holding History

Wealth Preservation 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
Q1 		– Sell
-24
Closed -$1.89K – 1212
2025
Q4 		$1.89K Hold
24
– – ﹤0.01% 528
2025
Q3 		$1.7K Hold
24
– – ﹤0.01% 515
2025
Q2 		$1.75K Sell
24
-38
-61% -$2.49K ﹤0.01% 503
2025
Q1 		$3.5K Buy
+62
New +$3.29K ﹤0.01% 425

Other funds holding ULS

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Wealth Preservation Advisors's ULS Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of UL Solutions (ULS) in Q1 2026, closing a stake of 24 shares — an estimated $1.89K sold.

Wealth Preservation Advisors first reported a position in ULS in Q1 2025 and held it in 4 quarters. The position peaked at $3.5K in Q1 2025. 369 funds tracked by Wall St. Rank hold ULS as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining UL Solutions position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 24 UL Solutions shares in Q1 2026, an estimated $1.89K.
  • Wealth Preservation Advisors first reported a position in UL Solutions in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's UL Solutions position peaked at $3.5K in Q1 2025.
  • 369 funds tracked by Wall St. Rank held UL Solutions as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.