AlphaQuest’s Universal Logistics Holdings ULH Stock Holding History

AlphaQuest’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	–	Sell	-9,401	Closed	-$143K	–	1975
2025 Q4	$143K	Buy	9,401 +5,038	+115%	+$84.7K	0.01%	1596
2025 Q3	$102K	Buy	+4,363	New	+$110K	0.01%	1719
2025 Q2	–	Sell	-23	Closed	-$604	–	2169
2025 Q1	$604	Buy	+23	New	+$786	﹤0.01%	1950

Other funds holding ULH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

AlphaQuest's ULH Position: Q1 2026 in Review

AlphaQuest sold out of Universal Logistics Holdings (ULH) in Q1 2026, closing a stake of 9,401 shares — an estimated $143K sold.

AlphaQuest first reported a position in ULH in Q1 2025 and held it in 3 quarters. The position peaked at $143K in Q4 2025. 70 funds tracked by Wall St. Rank hold ULH as of Q1 2026.

AlphaQuest reported no remaining Universal Logistics Holdings position as of Q1 2026 after selling out during the quarter.
AlphaQuest sold 9,401 Universal Logistics Holdings shares in Q1 2026, an estimated $143K.
AlphaQuest first reported a position in Universal Logistics Holdings in Q1 2025 and held it in 3 quarters.
AlphaQuest's Universal Logistics Holdings position peaked at $143K in Q4 2025.
70 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.