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Ul Solutions shares owned by Connecticut Wealth Management

Quarter-by-quarter ownership of Ul Solutions (ULS) shares owned by Connecticut Wealth Management from 13F filings

Historical chart of Connecticut Wealth Management investment in Ul Solutions

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All positions including Ul Solutions held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ul Solutions by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $764k 11k 70.86
2025-06-30 $786k 11k 72.86
2025-03-31 $608k 11k 56.40
2024-12-31 $509k 10k 49.88

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Raytheon Technologies Corp (RTX)

View all positions for Connecticut Wealth Management

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