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Mount Yale Investment Advisors’s UL Solutions ULS Stock Holding History

Mount Yale Investment 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
Q1 		$682K Buy
7,957
+571
+8% +$45K 0.02% 618
2025
Q4 		$582K Buy
+7,386
New +$593K 0.03% 425

Other funds holding ULS

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital Research Global Investors
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
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Mount Yale Investment Advisors's ULS Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its UL Solutions (ULS) stake by 7.7% in Q1 2026, buying an estimated $45K and bringing the position to 7,957 shares worth $682K. The position accounts for 0.02% of the portfolio, ranked #618.

Mount Yale Investment Advisors first reported a position in ULS in Q4 2025 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold ULS as of Q1 2026.

  • Mount Yale Investment Advisors held 7,957 shares of UL Solutions worth $682K as of Q1 2026.
  • Mount Yale Investment Advisors bought 571 UL Solutions shares in Q1 2026, an estimated $45K.
  • UL Solutions made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #618 holding.
  • Mount Yale Investment Advisors first reported a position in UL Solutions in Q4 2025 and has held it in 2 quarters since.
  • 369 funds tracked by Wall St. Rank held UL Solutions as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.