ULS β€” UL SOLUTIONS INC

Ownership history in Baker Chad R  Β·  6 quarters on record

AI Ownership Summary

Baker Chad R reported UL SOLUTIONS INC (ULS) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 2.39% in 2025 Q4. The latest visible filing shows ULS at 2.39% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ULS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baker Chad R's position in UL SOLUTIONS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ULS was reported at 2.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.39% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Baker Chad R held ULS β€” position size vs. price
% of Fund (quarterly)    ULS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 165,610 +85 +0.1% 2.39% $13.3M 2026-02-14 (Est.) $69.90
2025 Q3 ADDED 165,525 +25 +0.0% 2.02% $11.7M 2025-10-16 $76.19
2025 Q2 UNCHANGED 165,500 β€” 0% 2.24% $12.1M 2025-07-11 $71.04
2025 Q1 ADDED 165,500 +53,200 +47.4% 1.90% $9.3M 2025-04-16 $54.79
2024 Q4 ADDED 112,300 +53,500 +91.0% 1.10% $5.6M 2025-01-15 $50.56
2024 Q3 INITIATED 58,800 β€” β€” 0.57% $2.9M 2024-10-18 $52.52

FAQ About Baker Chad R and ULS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Baker Chad R reported owning ULS?

Baker Chad R reported ULS across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported ULS position in Baker Chad R's portfolio?

The largest reported portfolio weight for ULS was 2.39% in 2025 Q4.

What is the latest reported ULS position on this page?

The most recent filing on this page is 2025 Q4, when Baker Chad R reported 165,610 shares, equal to 2.39% of portfolio, with an estimated market value of $13.3M.

What does the chart on this ULS ownership page compare?

The chart compares Baker Chad R's quarterly ULS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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