Arax Advisory Partners’s Universal Logistics Holdings ULH Stock Holding History

Arax Advisory Partners’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	$3.51K	Sell	166 -25	-13%	-$428	﹤0.01%	2940
2025 Q4	$2.9K	Sell	191 -5	-3%	-$84	﹤0.01%	3113
2025 Q3	$4.59K	Buy	+196	New	+$4.94K	﹤0.01%	2896
2025 Q2	–	Sell	-30	Closed	-$788	–	3195
2025 Q1	$788	Sell	30 -121	-80%	-$4.14K	﹤0.01%	2386
2024 Q4	$6.94K	Hold	151	–	–	﹤0.01%	1624
2024 Q3	$6.51K	Hold	151	–	–	﹤0.01%	1601
2024 Q2	$6.13K	Buy	+151	New	+$6.14K	﹤0.01%	1503

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

Arax Advisory Partners's ULH Position: Q1 2026 in Review

Arax Advisory Partners reduced its Universal Logistics Holdings (ULH) stake by 13% in Q1 2026, selling an estimated $428 and leaving 166 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2940.

Arax Advisory Partners first reported a position in ULH in Q2 2024 and has held it in 7 quarters since. The position peaked at $6.94K in Q4 2024. 70 funds tracked by Wall St. Rank hold ULH as of Q1 2026.

Arax Advisory Partners held 166 shares of Universal Logistics Holdings worth $3.51K as of Q1 2026.
Arax Advisory Partners sold 25 Universal Logistics Holdings shares in Q1 2026, an estimated $428.
Universal Logistics Holdings made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2940 holding.
Arax Advisory Partners first reported a position in Universal Logistics Holdings in Q2 2024 and has held it in 7 quarters since.
Arax Advisory Partners's Universal Logistics Holdings position peaked at $6.94K in Q4 2024.
70 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.