Mendel Money Management’s UL Solutions ULS Stock Holding History

Mendel Money Management’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	$2.58M	Sell	30,056 -6,661	-18%	-$525K	1.08%	32
2025 Q4	$2.9M	Sell	36,717 -4,690	-11%	-$377K	1.21%	25
2025 Q3	$2.93M	Sell	41,407 -640	-2%	-$43.6K	1.23%	26
2025 Q2	$3.06M	Sell	42,047 -4,390	-9%	-$287K	1.36%	25
2025 Q1	$2.62M	Sell	46,437 -1,725	-4%	-$91.6K	1.24%	25
2024 Q4	$2.4M	Buy	48,162 +3,047	+7%	+$158K	1.07%	33
2024 Q3	$2.22M	Buy	45,115 +20,255	+81%	+$986K	0.96%	33
2024 Q2	$1.05M	Buy	+24,860	New	+$941K	0.49%	53

Other funds holding ULS

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Mendel Money Management's ULS Position: Q1 2026 in Review

Mendel Money Management reduced its UL Solutions (ULS) stake by 18% in Q1 2026, selling an estimated $525K and leaving 30,056 shares worth $2.58M. The position accounts for 1.08% of the portfolio, ranked #32.

Mendel Money Management first reported a position in ULS in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.06M in Q2 2025. 369 funds tracked by Wall St. Rank hold ULS as of Q1 2026.

Mendel Money Management held 30,056 shares of UL Solutions worth $2.58M as of Q1 2026.
Mendel Money Management sold 6,661 UL Solutions shares in Q1 2026, an estimated $525K.
UL Solutions made up 1.08% of Mendel Money Management's portfolio in Q1 2026, its #32 holding.
Mendel Money Management first reported a position in UL Solutions in Q2 2024 and has held it in 8 quarters since.
Mendel Money Management's UL Solutions position peaked at $3.06M in Q2 2025.
369 funds tracked by Wall St. Rank held UL Solutions as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.