RYIA
ULS icon

Roehl & Yi Investment Advisors’s UL Solutions ULS Stock Holding History

Roehl & Yi 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
2025
Q2 		– Sell
-5,104
Closed -$288K – 164
2025
Q1 		$288K Buy
5,104
+191
+4% +$10.1K 0.16% 119
2024
Q4 		$245K Buy
+4,913
New +$255K 0.13% 128

Other funds holding ULS

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Roehl & Yi Investment Advisors's ULS Position: Q2 2025 in Review

Roehl & Yi Investment Advisors sold out of UL Solutions (ULS) in Q2 2025, closing a stake of 5,104 shares — an estimated $288K sold.

Roehl & Yi Investment Advisors first reported a position in ULS in Q4 2024 and held it in 2 quarters. The position peaked at $288K in Q1 2025. 247 funds tracked by Wall St. Rank hold ULS as of Q2 2025.

  • Roehl & Yi Investment Advisors reported no remaining UL Solutions position as of Q2 2025 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 5,104 UL Solutions shares in Q2 2025, an estimated $288K.
  • Roehl & Yi Investment Advisors first reported a position in UL Solutions in Q4 2024 and held it in 2 quarters.
  • Roehl & Yi Investment Advisors's UL Solutions position peaked at $288K in Q1 2025.
  • 247 funds tracked by Wall St. Rank held UL Solutions as of Q2 2025.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2025, filed 29 May 2026.