WA
ULS icon

Whipplewood Advisors’s UL Solutions ULS Stock Holding History

Whipplewood 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 		– Sell
-12
Closed -$1.03K – 1052
2026
Q1 		$1.03K Buy
+12
New +$946 ﹤0.01% 890
2025
Q3 		– Sell
-12
Closed -$874 – 1193
2025
Q2 		$874 Buy
12
+5
+71% +$327 ﹤0.01% 1040
2025
Q1 		$677 Sell
7
-5
-42% -$265 ﹤0.01% 1087
2024
Q4 		$599 Buy
+12
New +$622 ﹤0.01% 1093

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

Whipplewood Advisors's ULS Position: Q2 2026 in Review

Whipplewood Advisors sold out of UL Solutions (ULS) in Q2 2026, closing a stake of 12 shares — an estimated $1.03K sold.

Whipplewood Advisors first reported a position in ULS in Q4 2024 and held it in 4 quarters. The position peaked at $1.03K in Q1 2026. 390 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Whipplewood Advisors reported no remaining UL Solutions position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 12 UL Solutions shares in Q2 2026, an estimated $1.03K.
  • Whipplewood Advisors first reported a position in UL Solutions in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's UL Solutions position peaked at $1.03K in Q1 2026.
  • 390 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.