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Bare Financial Services’s UL Solutions ULS Stock Holding History

Bare Financial Services’s Portfolio ULS Stock Details ULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.36K Sell
33
-6
-15% -$567 ﹤0.01% 999
2026
Q1 		$3.34K Buy
39
+20
+105% +$1.58K ﹤0.01% 811
2025
Q4 		$1.5K Buy
+19
New +$1.52K ﹤0.01% 973
2025
Q3 		– Sell
-15
Closed -$1.09K – 1470
2025
Q2 		$1.09K Buy
+15
New +$982 ﹤0.01% 895

Other funds holding ULS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JT
Jupiter Topco New York $245B AUM
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bare Financial Services's ULS Position: Q2 2026 in Review

Bare Financial Services reduced its UL Solutions (ULS) stake by 15% in Q2 2026, selling an estimated $567 and leaving 33 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Bare Financial Services first reported a position in ULS in Q2 2025 and has held it in 4 quarters since. 390 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Bare Financial Services held 33 shares of UL Solutions worth $3.36K as of Q2 2026.
  • Bare Financial Services sold 6 UL Solutions shares in Q2 2026, an estimated $567.
  • UL Solutions made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #999 holding.
  • Bare Financial Services first reported a position in UL Solutions in Q2 2025 and has held it in 4 quarters since.
  • 390 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.