Position in ULS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,421,264
-$275,006 QoQ
Shares Held
51,584
-13.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026NewEdge Wealth, LLC holds $23,697,313 across 7 Specialty Business Services names. ULS ranks #3 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RELX |
Relx PLC
|
215,682 | $7,149,858 | |
| 2 | TIC |
TIC Solutions, Inc.
|
1,039,553 | $6,840,258 | |
| 3 | ULS |
UL Solutions Inc.
This page
|
51,584 | $4,421,264 | |
| 4 | CTAS |
Cintas Corp
|
20,731 | $3,506,441 | |
| 5 | RHLD |
Resolute Holdings Management, Inc.
|
5,526 | $896,869 | |
| 6 | RTO |
Rentokil Initial PLC /Fi
|
15,828 | $498,265 | |
| 7 | RBA |
Rb Global Inc.
|
4,010 | $384,358 |
All Filings in ULS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||