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
Download as csvQuarterly 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 |