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Allworth Financial’s Universal Logistics Holdings ULH Stock Holding History

Allworth Financial’s Portfolio ULH Stock Details ULH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.34K Buy
158
+143
+953% +$2.55K ﹤0.01% 4447
2026
Q1 		$318 Buy
15
+10
+200% +$171 ﹤0.01% 4830
2025
Q4 		$76 Buy
5
+4
+400% +$67 ﹤0.01% 4811
2025
Q3 		$24 Buy
+1
New +$25 ﹤0.01% 4812

Other funds holding ULH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Allworth Financial's ULH Position: Q2 2026 in Review

Allworth Financial increased its Universal Logistics Holdings (ULH) stake by 953% in Q2 2026, buying an estimated $2.55K and bringing the position to 158 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #4447.

Allworth Financial first reported a position in ULH in Q3 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold ULH as of Q2 2026.

  • Allworth Financial held 158 shares of Universal Logistics Holdings worth $2.34K as of Q2 2026.
  • Allworth Financial bought 143 Universal Logistics Holdings shares in Q2 2026, an estimated $2.55K.
  • Universal Logistics Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4447 holding.
  • Allworth Financial first reported a position in Universal Logistics Holdings in Q3 2025 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.