John Overdeck’s UL Solutions ULS Stock Holding History

John Overdeck’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	$6.68M	Sell	65,549 -162,374	-71%	-$15.4M	﹤0.01%	1864
2026 Q1	$19.5M	Sell	227,923 -206,567	-48%	-$16.3M	0.02%	959
2025 Q4	$34.3M	Buy	434,490 +143,340	+49%	+$11.5M	0.05%	480
2025 Q3	$20.6M	Sell	291,150 -286,777	-50%	-$19.5M	0.03%	622
2025 Q2	$42.1M	Sell	577,927 -3,060	-0.5%	-$200K	0.07%	329
2025 Q1	$32.8M	Sell	580,987 -111,523	-16%	-$5.92M	0.07%	333
2024 Q4	$34.5M	Buy	692,510 +165,746	+31%	+$8.59M	0.08%	329
2024 Q3	$26M	Sell	526,764 -48,463	-8%	-$2.36M	0.06%	402
2024 Q2	$24.3M	Buy	+575,227	New	+$21.8M	0.06%	397

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 $3.37T AUM 44.26% 1-Year Est. Return

John Overdeck's ULS Position: Q2 2026 in Review

John Overdeck reduced its UL Solutions (ULS) stake by 71% in Q2 2026, selling an estimated $15.4M and leaving 65,549 shares worth $6.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

John Overdeck first reported a position in ULS in Q2 2024 and has held it in 9 quarters since. The position peaked at $42.1M in Q2 2025. 388 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

John Overdeck held 65,549 shares of UL Solutions worth $6.68M as of Q2 2026.
John Overdeck sold 162,374 UL Solutions shares in Q2 2026, an estimated $15.4M.
UL Solutions made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #1864 holding.
John Overdeck first reported a position in UL Solutions in Q2 2024 and has held it in 9 quarters since.
John Overdeck's UL Solutions position peaked at $42.1M in Q2 2025.
388 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.