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WoodTrust Financial’s UL Solutions ULS Stock Holding History

WoodTrust Financial’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 		$698K Hold
6,850
– – 0.08% 104
2026
Q1 		$587K Hold
6,850
– – 0.08% 107
2025
Q4 		$540K Hold
6,850
– – 0.06% 119
2025
Q3 		$485K Buy
6,850
+850
+14% +$57.9K 0.06% 123
2025
Q2 		$437K Hold
6,000
– – 0.06% 109
2025
Q1 		$338K Buy
6,000
+1,375
+30% +$73K 0.05% 130
2024
Q4 		$231K Hold
4,625
– – 0.03% 161
2024
Q3 		$228K Buy
+4,625
New +$225K 0.03% 173

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

WoodTrust Financial's ULS Position: Q2 2026 in Review

WoodTrust Financial held its UL Solutions (ULS) position steady in Q2 2026 at 6,850 shares worth $698K. The position accounts for 0.08% of the portfolio, ranked #104.

WoodTrust Financial first reported a position in ULS in Q3 2024 and has held it in 8 quarters since. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • WoodTrust Financial held 6,850 shares of UL Solutions worth $698K as of Q2 2026.
  • WoodTrust Financial left its UL Solutions share count unchanged in Q2 2026.
  • UL Solutions made up 0.08% of WoodTrust Financial's portfolio in Q2 2026, its #104 holding.
  • WoodTrust Financial first reported a position in UL Solutions in Q3 2024 and has held it in 8 quarters since.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.