Atria Investments, Inc ULS — UL SOLUTIONS INC

Ownership history in Atria Investments, Inc  ·  5 quarters on record

AI Ownership Summary

Atria Investments, Inc reported UL SOLUTIONS INC (ULS) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows ULS at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ULS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Atria Investments, Inc's position in UL SOLUTIONS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

ULS was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ULS stock page Atria Investments, Inc fund profile Atria Investments, Inc full holdings
How Atria Investments, Inc held ULS — position size vs. price
% of Fund (quarterly)    ULS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 27,770 -2,688 -8.8% 0.02% $1.8M 2026-10-15 $74.39
2026 Q2 REDUCED 13.4% -36.3% ✅ 30,458 -4,728 -13.4% 0.03% $3.1M 2026-07-28 $91.50
2026 Q1 ADDED — — — 35,186 +4,848 +16.0% 0.03% $3.0M 2026-05-05 $104.38
2025 Q4 REDUCED 15.2% +8.9% ❌ 30,338 -5,455 -15.2% 0.03% $2.4M 2026-02-05 $68.98
2025 Q3 INITIATED — — — 35,793 — — 0.03% $2.5M 2025-11-06 $85.12

🏢 Other funds also holding ULS

As of 2026 Q3 — sorted by position size

HALL LAURIE J TRUSTEE 3Y 7Y 1.34% FENIMORE ASSET MANAGEMENT INC 3Y 7Y 0.26% Central Pacific Bank - Trust Division 0.09% WoodTrust Financial Corp 3Y 7Y 0.09% ARGENT CAPITAL MANAGEMENT LLC 3Y 7Y 0.08% WASATCH ADVISORS LP 3Y 7Y 0.07% SHEETS SMITH WEALTH MANAGEMENT 3Y 7Y 0.06% Birch Hill Investment Advisors LLC 3Y 7Y 0.04% Connecticut Wealth Management, LLC 3Y 7Y 0.03% Thrive Wealth Management, LLC 3Y 0.03%

FAQ About Atria Investments, Inc and ULS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Atria Investments, Inc reported owning ULS?

Atria Investments, Inc reported ULS across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported ULS position in Atria Investments, Inc's portfolio?

The largest reported portfolio weight for ULS was 0.03% in 2026 Q1.

What is the latest reported ULS position on this page?

The most recent filing on this page is 2026 Q3, when Atria Investments, Inc reported 27,770 shares, equal to 0.02% of portfolio, with an estimated market value of $1.8M.

What does the chart on this ULS ownership page compare?

The chart compares Atria Investments, Inc's quarterly ULS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Atria Investments, Inc time their ULS position?

Based on 13F filing dates vs. subsequent ULS price moves, Atria Investments, Inc correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on ULS relative to SPY over the holding period was -26.3%.

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