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Creative Planning ULS Position History
UL Solutions Inc.
Quarters held
8
Latest value
$2.2M
Q3 2026
Peak value
$2.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $225K |
| Q3 2025 | $1K |
| Q4 2025 | $294K |
| Q1 2026 | $982K |
| Q2 2026 | $39K |
| Q2 2026 | $1.5M |
| Q3 2026 | $28K |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 33.8K | — | — |
| Q3 2026 | $28K | 424 | — | — |
| Q2 2026 | $1.5M | 14.3K | — | — |
| Q2 2026 | $39K | 380 | — | — |
| Q1 2026 | $982K | 11.5K | — | — |
| Q4 2025 | $294K | 3.7K | — | — |
| Q3 2025 | $1K | 16 | — | — |
| Q3 2025 | $225K | 3.2K | — | — |
Other funds holding ULS
$488.6M
$398.2M
$360.8M
$308.6M
$240.6M
$232.2M
$232.2M
$196.1M