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 Q2	$2.73M	Sell	26,842 -3,214	-11%	-$304K	1%	35
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

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

Mendel Money Management's ULS Position: Q2 2026 in Review

Mendel Money Management reduced its UL Solutions (ULS) stake by 11% in Q2 2026, selling an estimated $304K and leaving 26,842 shares worth $2.73M. The position accounts for 1% of the portfolio, ranked #35.

Mendel Money Management first reported a position in ULS in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.06M in Q2 2025. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

Mendel Money Management held 26,842 shares of UL Solutions worth $2.73M as of Q2 2026.
Mendel Money Management sold 3,214 UL Solutions shares in Q2 2026, an estimated $304K.
UL Solutions made up 1% of Mendel Money Management's portfolio in Q2 2026, its #35 holding.
Mendel Money Management first reported a position in UL Solutions in Q2 2024 and has held it in 9 quarters since.
Mendel Money Management's UL Solutions position peaked at $3.06M in Q2 2025.
391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.