As of the latest SEC filings, UL Solutions Inc. (ULS) is held by 325 institutional funds. The largest fund shareholder is New Perspective Fund (ANWPX), holding an estimated $328,242,472.77 in market value, representing 0.21% of its portfolio.
Funds holding UL Solutions Inc. (ULS)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ULS
- CIK:
- 0001901440
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
ANWPX
New Perspective Fund
|
MF | Independent / Boutique | 0.21% | $328,242,472.77 | 3,829,687 | Mar 31, 2026 | May 28, 2026 |
|
PAMCX
T. Rowe Price Mid-Cap Growth Fund, Inc.
|
MF | T. Rowe Price | 1.09% | $245,811,908.79 | 2,867,949 | Mar 31, 2026 | May 28, 2026 |
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.21% | $219,231,609.30 | 2,557,830 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $210,376,223.52 | 2,454,512 | Mar 31, 2026 | May 28, 2026 |
|
CAFAX
AMCAP Fund
|
MF | Independent / Boutique | 0.21% | $193,761,614.70 | 2,307,510 | Feb 28, 2026 | Apr 27, 2026 |
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.23% | $187,398,658.17 | 2,186,427 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.09% | $152,746,962.27 | 1,782,137 | Mar 31, 2026 | May 28, 2026 |
|
JAENX
Janus Henderson Enterprise Fund
|
MF | Independent / Boutique | 0.59% | $120,975,550.92 | 1,411,452 | Mar 31, 2026 | May 29, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.22% | $85,572,778.29 | 998,399 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.09% | $73,927,703.43 | 862,533 | Mar 31, 2026 | May 28, 2026 |
|
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
|
ETF | First Trust | 0.72% | $73,184,854.86 | 853,866 | Mar 31, 2026 | May 21, 2026 |
|
PRJIX
T. Rowe Price New Horizons Fund, Inc.
|
MF | T. Rowe Price | 0.50% | $63,497,310.69 | 740,839 | Mar 31, 2026 | May 28, 2026 |
|
VKSAX
Virtus KAR Small-Mid Cap Core Fund
|
MF | Duff & Phelps / Virtus | 4.43% | $63,437,913.66 | 740,146 | Mar 31, 2026 | May 29, 2026 |
|
FKASX
Federated Hermes Kaufmann Small Cap Fund
|
MF | Federated Hermes | 2.07% | $59,470,028.00 | 657,200 | Apr 30, 2026 | Jun 23, 2026 |
|
SGRAX
Allspring Growth Fund
|
MF | Allspring | 1.90% | $59,391,573.17 | 656,333 | Apr 30, 2026 | Jun 24, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.21% | $49,909,875.81 | 582,311 | Mar 31, 2026 | Jun 1, 2026 |
|
AASCX
THRIVENT MID CAP STOCK FUND
|
MF | Independent / Boutique | 1.49% | $44,741,604.13 | 494,437 | Apr 30, 2026 | Jun 26, 2026 |
|
CCALX
CONESTOGA SMALL CAP FUND
|
MF | Independent / Boutique | 1.96% | $44,133,793.20 | 514,920 | Mar 31, 2026 | May 29, 2026 |
|
-
JNL/T. Rowe Price Mid-Cap Growth Fund
|
ETF | Independent / Boutique | 1.09% | $43,823,008.74 | 511,294 | Mar 31, 2026 | May 28, 2026 |
|
FCNTX
Fidelity Contrafund
|
MF | Fidelity | 0.03% | $43,175,383.98 | 503,738 | Mar 31, 2026 | May 26, 2026 |
|
IJK
iShares S&P Mid-Cap 400 Growth ETF
|
ETF | BlackRock / iShares | 0.41% | $40,216,331.94 | 469,214 | Mar 31, 2026 | May 28, 2026 |
|
JATTX
Janus Henderson Triton Fund
|
MF | Independent / Boutique | 0.74% | $38,535,730.26 | 449,606 | Mar 31, 2026 | May 29, 2026 |
|
OWSMX
Old Westbury Small & Mid Cap Strategies Fund
|
MF | Independent / Boutique | 0.41% | $38,261,977.19 | 422,831 | Apr 30, 2026 | Jun 26, 2026 |
|
KAUAX
Federated Hermes Kaufmann Fund
|
MF | Federated Hermes | 0.81% | $37,851,062.10 | 418,290 | Apr 30, 2026 | Jun 23, 2026 |
|
OTCFX
T. Rowe Price Small-Cap Stock Fund, Inc.
|
MF | T. Rowe Price | 0.46% | $37,345,046.94 | 435,714 | Mar 31, 2026 | May 28, 2026 |
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