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Wellspring Financial Advisors’s UL Solutions ULS Stock Holding History

Wellspring Financial 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
Q2 		$303K Sell
2,974
-266
-8% -$25.2K 0.02% 219
2026
Q1 		$278K Hold
3,240
– – 0.02% 227
2025
Q4 		$256K Buy
+3,240
New +$260K 0.02% 228

Other funds holding ULS

CRB
Chad R. Baker $620M AUM 42.67% 1-Year Est. Return
LJHT
Laurie J. Hall Trustee $322M AUM 33.73% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return

Wellspring Financial Advisors's ULS Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its UL Solutions (ULS) stake by 8.2% in Q2 2026, selling an estimated $25.2K and leaving 2,974 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #219.

Wellspring Financial Advisors first reported a position in ULS in Q4 2025 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Wellspring Financial Advisors held 2,974 shares of UL Solutions worth $303K as of Q2 2026.
  • Wellspring Financial Advisors sold 266 UL Solutions shares in Q2 2026, an estimated $25.2K.
  • UL Solutions made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #219 holding.
  • Wellspring Financial Advisors first reported a position in UL Solutions in Q4 2025 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.