Jefferies Financial Group’s UL Solutions ULS Stock Holding History

Jefferies Financial Group’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	–	Sell	-19,675	Closed	-$1.69M	–	2109
2026 Q1	$1.69M	Sell	19,675 -173,240	-90%	-$13.7M	0.01%	696
2025 Q4	$15.2M	Buy	192,915 +162,915	+543%	+$13.1M	0.08%	242
2025 Q3	$2.13M	Buy	30,000 +15,000	+100%	+$1.02M	0.01%	624
2025 Q2	$1.09M	Buy	+15,000	New	+$982K	0.01%	710
2025 Q1	–	Sell	-13,253	Closed	-$661K	–	2067
2024 Q4	$661K	Buy	+13,253	New	+$687K	﹤0.01%	1025

Other funds holding ULS

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jupiter Topco New York $245B AUM

DCP

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jefferies Financial Group's ULS Position: Q2 2026 in Review

Jefferies Financial Group sold out of UL Solutions (ULS) in Q2 2026, closing a stake of 19,675 shares — an estimated $1.69M sold.

Jefferies Financial Group first reported a position in ULS in Q4 2024 and held it in 5 quarters. The position peaked at $15.2M in Q4 2025. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

Jefferies Financial Group reported no remaining UL Solutions position as of Q2 2026 after selling out during the quarter.
Jefferies Financial Group sold 19,675 UL Solutions shares in Q2 2026, an estimated $1.69M.
Jefferies Financial Group first reported a position in UL Solutions in Q4 2024 and held it in 5 quarters.
Jefferies Financial Group's UL Solutions position peaked at $15.2M in Q4 2025.
391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.