Kelleher Financial Advisors’s UL Solutions ULS Stock Holding History

Kelleher Financial Advisors’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	$12.7K	Buy	+125	New	+$11.8K	﹤0.01%	600

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

Kelleher Financial Advisors's ULS Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in UL Solutions (ULS) in Q2 2026: 125 shares worth $12.7K. The stake represents ﹤0.01% of the portfolio and ranks #600 among its holdings.

390 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

Kelleher Financial Advisors held 125 shares of UL Solutions worth $12.7K as of Q2 2026.
UL Solutions was a new Kelleher Financial Advisors position in Q2 2026.
UL Solutions made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #600 holding.
390 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.