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Ul Solutions shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Ul Solutions

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ul Solutions by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.2M 34k 65.62
2026-06-30 $1.5M 15k 101.86
2026-03-31 $982k 12k 85.71
2025-12-31 $294k 3.7k 78.86
2025-09-30 $227k 3.2k 70.86
2025-06-30 $208k 2.9k 72.86