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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Allworth Financial's ULH Position: Q1 2026 in Review

Allworth Financial increased its Universal Logistics Holdings (ULH) stake by 200% in Q1 2026, buying an estimated $171 and bringing the position to 15 shares worth $318. The position accounts for ﹤0.01% of the portfolio, ranked #4830.

Allworth Financial first reported a position in ULH in Q3 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold ULH as of Q1 2026.

  • Allworth Financial held 15 shares of Universal Logistics Holdings worth $318 as of Q1 2026.
  • Allworth Financial bought 10 Universal Logistics Holdings shares in Q1 2026, an estimated $171.
  • Universal Logistics Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4830 holding.
  • Allworth Financial first reported a position in Universal Logistics Holdings in Q3 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.