Sandia Investment Management’s UL Solutions ULS Stock Holding History

Sandia Investment 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
2025 Q4	$515K	Buy	+6,535	New	+$525K	1.29%	16
2025 Q2	–	Sell	-2,500	Closed	-$141K	–	130
2025 Q1	$141K	Sell	2,500 -5,000	-67%	-$265K	0.41%	68
2024 Q4	$374K	Sell	7,500 -7,500	-50%	-$389K	0.71%	38
2024 Q3	$740K	Sell	15,000 -2,500	-14%	-$122K	1.19%	25
2024 Q2	$738K	Buy	+17,500	New	+$663K	0.92%	28

Other funds holding ULS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

DCP

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sandia Investment Management's ULS Position: Q4 2025 in Review

Sandia Investment Management opened a new position in UL Solutions (ULS) in Q4 2025: 6,535 shares worth $515K. The stake represents 1.29% of the portfolio and ranks #16 among its holdings. This is a return to the name: Sandia Investment Management previously reported a position in ULS as recently as Q1 2025.

Sandia Investment Management first reported a position in ULS in Q2 2024 and has held it in 5 quarters since. The position peaked at $740K in Q3 2024. 353 funds tracked by Wall St. Rank hold ULS as of Q4 2025.

Sandia Investment Management held 6,535 shares of UL Solutions worth $515K as of Q4 2025.
UL Solutions was a new Sandia Investment Management position in Q4 2025.
UL Solutions made up 1.29% of Sandia Investment Management's portfolio in Q4 2025, its #16 holding.
Sandia Investment Management first reported a position in UL Solutions in Q2 2024 and has held it in 5 quarters since.
Sandia Investment Management's UL Solutions position peaked at $740K in Q3 2024.
353 funds tracked by Wall St. Rank held UL Solutions as of Q4 2025.

Based on Sandia Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.