Position in ULS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,154,829
+$733,565 QoQ
Shares Held
50,607
-1.9% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ULS Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026NewEdge Wealth, LLC holds $24,516,238 across 7 Specialty Business Services names. ULS ranks #3 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TIC |
TIC Solutions, Inc.
|
992,629 | $8,030,368 | |
| 2 | RELX |
Relx PLC
|
217,919 | $6,901,494 | |
| 3 | ULS |
UL Solutions Inc.
This page
|
50,607 | $5,154,829 | |
| 4 | CTAS |
Cintas Corp
|
20,080 | $3,415,206 | |
| 5 | RBA |
Rb Global Inc.
|
4,013 | $467,313 | |
| 6 | RTO |
Rentokil Initial PLC /Fi
|
9,602 | $274,713 | |
| 7 | CPRT |
Copart Inc
|
9,660 | $272,315 |
All Filings in ULS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,154,829 | 50,607 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,421,264 | 51,584 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,696,270 | 59,552 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,471,336 | 63,101 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||