Wealthspire Advisors (New York)
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Wealthspire Advisors (New York)’s UL Solutions ULS Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-213
Closed -$15.1K – 2978
2025
Q3 		$15.1K Buy
+213
New +$14.5K ﹤0.01% 1825

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Durable Capital Partners
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthspire Advisors (New York)'s ULS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of UL Solutions (ULS) in Q4 2025, closing a stake of 213 shares — an estimated $15.1K sold.

Wealthspire Advisors (New York) first reported a position in ULS in Q3 2025 and held it in 1 quarter. The position peaked at $15.1K in Q3 2025. 353 funds tracked by Wall St. Rank hold ULS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining UL Solutions position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 213 UL Solutions shares in Q4 2025, an estimated $15.1K.
  • Wealthspire Advisors (New York) first reported a position in UL Solutions in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s UL Solutions position peaked at $15.1K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held UL Solutions as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.