Picton Mahoney Asset Management’s UL Solutions ULS Stock Holding History

Picton Mahoney Asset 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	$8.02M	Buy	93,603 +70,446	+304%	+$5.55M	0.06%	276
2025 Q4	$1.83M	Sell	23,157 -3,335	-13%	-$268K	0.01%	454
2025 Q3	$1.88M	Sell	26,492 -105,219	-80%	-$7.17M	0.02%	367
2025 Q2	$9.6M	Buy	131,711 +13,094	+11%	+$857K	0.1%	195
2025 Q1	$6.69M	Buy	118,617 +3,896	+3%	+$207K	0.12%	171
2024 Q4	$5.72M	Buy	114,721 +18,019	+19%	+$934K	0.12%	170
2024 Q3	$4.77M	Buy	+96,702	New	+$4.71M	0.16%	167

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

Picton Mahoney Asset Management's ULS Position: Q1 2026 in Review

Picton Mahoney Asset Management increased its UL Solutions (ULS) stake by 304% in Q1 2026, buying an estimated $5.55M and bringing the position to 93,603 shares worth $8.02M. The position accounts for 0.06% of the portfolio, ranked #276.

Picton Mahoney Asset Management first reported a position in ULS in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.6M in Q2 2025. 369 funds tracked by Wall St. Rank hold ULS as of Q1 2026.

Picton Mahoney Asset Management held 93,603 shares of UL Solutions worth $8.02M as of Q1 2026.
Picton Mahoney Asset Management bought 70,446 UL Solutions shares in Q1 2026, an estimated $5.55M.
UL Solutions made up 0.06% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #276 holding.
Picton Mahoney Asset Management first reported a position in UL Solutions in Q3 2024 and has held it in 7 quarters since.
Picton Mahoney Asset Management's UL Solutions position peaked at $9.6M in Q2 2025.
369 funds tracked by Wall St. Rank held UL Solutions as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.