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Williamson Legacy Group’s UL Solutions ULS Stock Holding History

Williamson Legacy Group’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
Q3 		– Sell
-8,914
Closed -$649K – 143
2025
Q2 		$649K Buy
+8,914
New +$584K 0.55% 79

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Williamson Legacy Group's ULS Position: Q3 2025 in Review

Williamson Legacy Group sold out of UL Solutions (ULS) in Q3 2025, closing a stake of 8,914 shares — an estimated $649K sold.

Williamson Legacy Group first reported a position in ULS in Q2 2025 and held it in 1 quarter. The position peaked at $649K in Q2 2025. 280 funds tracked by Wall St. Rank hold ULS as of Q3 2025.

  • Williamson Legacy Group reported no remaining UL Solutions position as of Q3 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 8,914 UL Solutions shares in Q3 2025, an estimated $649K.
  • Williamson Legacy Group first reported a position in UL Solutions in Q2 2025 and held it in 1 quarter.
  • Williamson Legacy Group's UL Solutions position peaked at $649K in Q2 2025.
  • 280 funds tracked by Wall St. Rank held UL Solutions as of Q3 2025.

Based on Williamson Legacy Group's 13F filing for Q3 2025, filed 14 Nov 2025.