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Ul Solutions shares owned by Advisor OS

Quarter-by-quarter ownership of Ul Solutions (ULS) shares owned by Advisor OS from 13F filings

Historical chart of Advisor OS investment in Ul Solutions

Tip: Access up to 7 years of quarterly data

All positions including Ul Solutions held by Advisor OS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ul Solutions by Advisor OS

Quarter filed Position value Share count Share price at filing
2025-09-30 $236k 3.3k 70.86

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Top funds holding Ul Solutions

Capital Research and Management Company - Division 3
Kayne Anderson Rudnick Investment Management
Vanguard Group
T. Rowe Price Investment Management
Capital Research Global Investors
Henderson Group
Bessemer
FMR
BlackRock
Allspring Global Investments Holdings
Jpmorgan Chase & Co
Wells Fargo & Company
First Trust Advisors
Conestoga Capital Advisors
Geode Capital Management

View all funds holding Ul Solutions