Capital Group Private Client Services’s UL Solutions ULS Stock Holding History

Capital Group Private Client 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 Q1	–	Sell	-6,759	Closed	-$533K	–	297
2025 Q4	$533K	Sell	6,759 -215	-3%	-$17.3K	0.01%	241
2025 Q3	$494K	Sell	6,974 -80,469	-92%	-$5.48M	0.01%	247
2025 Q2	$6.37M	Sell	87,443 -104,577	-54%	-$6.85M	0.06%	161
2025 Q1	$10.8M	Sell	192,020 -2,951	-2%	-$157K	0.11%	141
2024 Q4	$9.73M	Sell	194,971 -126	-0.1%	-$6.53K	0.09%	156
2024 Q3	$9.62M	Buy	195,097 +85,523	+78%	+$4.16M	0.09%	156
2024 Q2	$4.62M	Buy	+109,574	New	+$4.15M	0.05%	172

Other funds holding ULS

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Capital Group Private Client Services's ULS Position: Q1 2026 in Review

Capital Group Private Client Services sold out of UL Solutions (ULS) in Q1 2026, closing a stake of 6,759 shares — an estimated $533K sold.

Capital Group Private Client Services first reported a position in ULS in Q2 2024 and held it in 7 quarters. The position peaked at $10.8M in Q1 2025. 370 funds tracked by Wall St. Rank hold ULS as of Q1 2026.

Capital Group Private Client Services reported no remaining UL Solutions position as of Q1 2026 after selling out during the quarter.
Capital Group Private Client Services sold 6,759 UL Solutions shares in Q1 2026, an estimated $533K.
Capital Group Private Client Services first reported a position in UL Solutions in Q2 2024 and held it in 7 quarters.
Capital Group Private Client Services's UL Solutions position peaked at $10.8M in Q1 2025.
370 funds tracked by Wall St. Rank held UL Solutions as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.