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Sowell Financial Services LLC → ULS
Sowell Financial Services LLC ULS Position History
UL Solutions Inc.
Quarters held
5
Latest value
$267K
Q3 2026
Peak value
$414K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $320K |
| Q1 2026 | $348K |
| Q2 2026 | $414K |
| Q3 2026 | $267K |
| Q3 2026 | $267K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $267K | 4.1K | — | — |
| Q3 2026 | $267K | 4.1K | — | — |
| Q2 2026 | $414K | 4.1K | — | — |
| Q1 2026 | $348K | 4.1K | — | — |
| Q4 2025 | $320K | 4.1K | — | — |
Other funds holding ULS
$488.6M
$398.2M
$360.8M
$308.6M
$240.6M
$232.2M
$232.2M
$196.1M