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Ul Solutions shares owned by Pacific Excel Wealth Advisors

Quarter-by-quarter ownership of Ul Solutions (ULS) shares owned by Pacific Excel Wealth Advisors from 13F filings

Historical chart of Pacific Excel Wealth Advisors investment in Ul Solutions

Tip: Access up to 7 years of quarterly data

All positions including Ul Solutions held by Pacific Excel Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ul Solutions by Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $264k 2.6k 101.86

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Top funds holding Ul Solutions

Capital Research and Management Company - Division 3
BlackRock
Kayne Anderson Rudnick Investment Management
Capital Research Global Investors
Vanguard Capital Management
Durable Capital Partners
Vanguard Portfolio Management
Henderson Group
Bessemer
Allspring Global Investments Holdings
FMR
State Street Corporation
Geode Capital Management
Neuberger Berman Group
First Trust Advisors

View all funds holding Ul Solutions