Stifel Financial’s UL Solutions ULS Stock Holding History

Stifel Financial’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	$15.3M	Sell	178,158 -28,848	-14%	-$2.27M	0.01%	745
2025 Q4	$16.3M	Sell	207,006 -15,183	-7%	-$1.22M	0.01%	722
2025 Q3	$15.7M	Buy	222,189 +184,815	+495%	+$12.6M	0.01%	726
2025 Q2	$2.72M	Sell	37,374 -22,155	-37%	-$1.45M	﹤0.01%	1622
2025 Q1	$3.36M	Buy	59,529 +16,648	+39%	+$884K	﹤0.01%	1414
2024 Q4	$2.14M	Buy	42,881 +12,381	+41%	+$642K	﹤0.01%	1726
2024 Q3	$1.5M	Buy	30,500 +485	+2%	+$23.6K	﹤0.01%	1960
2024 Q2	$1.27M	Buy	+30,015	New	+$1.14M	﹤0.01%	2013

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

Stifel Financial's ULS Position: Q1 2026 in Review

Stifel Financial reduced its UL Solutions (ULS) stake by 14% in Q1 2026, selling an estimated $2.27M and leaving 178,158 shares worth $15.3M. The position accounts for 0.01% of the portfolio, ranked #745.

Stifel Financial first reported a position in ULS in Q2 2024 and has held it in 8 quarters since. The position peaked at $16.3M in Q4 2025. 369 funds tracked by Wall St. Rank hold ULS as of Q1 2026.

Stifel Financial held 178,158 shares of UL Solutions worth $15.3M as of Q1 2026.
Stifel Financial sold 28,848 UL Solutions shares in Q1 2026, an estimated $2.27M.
UL Solutions made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #745 holding.
Stifel Financial first reported a position in UL Solutions in Q2 2024 and has held it in 8 quarters since.
Stifel Financial's UL Solutions position peaked at $16.3M in Q4 2025.
369 funds tracked by Wall St. Rank held UL Solutions as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.