Bank of America
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Bank of America’s Universal Logistics Holdings ULH Stock Holding History

Bank of America’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
-33,722
Closed -$512K – 6851
2025
Q4 		$512K Buy
33,722
+19,979
+145% +$336K ﹤0.01% 4900
2025
Q3 		$322K Buy
13,743
+655
+5% +$16.5K ﹤0.01% 6042
2025
Q2 		$332K Sell
13,088
-313
-2% -$7.76K ﹤0.01% 5933
2025
Q1 		$352K Buy
13,401
+311
+2% +$10.6K ﹤0.01% 5851
2024
Q4 		$601K Buy
13,090
+747
+6% +$34.8K ﹤0.01% 5399
2024
Q3 		$532K Buy
12,343
+3,905
+46% +$162K ﹤0.01% 5447
2024
Q2 		$342K Buy
8,438
+1,827
+28% +$74.4K ﹤0.01% 5569
2024
Q1 		$244K Sell
6,611
-5,053
-43% -$163K ﹤0.01% 5783
2023
Q4 		$327K Buy
11,664
+3,749
+47% +$93.2K ﹤0.01% 5783
2023
Q3 		$199K Buy
7,915
+1,415
+22% +$40.5K ﹤0.01% 5905
2023
Q2 		$187K Sell
6,500
-2,960
-31% -$82K ﹤0.01% 5879
2023
Q1 		$276K Buy
9,460
+861
+10% +$27.9K ﹤0.01% 5753
2022
Q4 		$288K Buy
8,599
+2,131
+33% +$74.6K ﹤0.01% 5721
2022
Q3 		$205K Sell
6,468
-1,197
-16% -$39.5K ﹤0.01% 5963
2022
Q2 		$209K Buy
7,665
+474
+7% +$11.3K ﹤0.01% 6056
2022
Q1 		$145K Sell
7,191
-5,100
-41% -$96.4K ﹤0.01% 6655
2021
Q4 		$231K Sell
12,291
-10,907
-47% -$216K ﹤0.01% 6422
2021
Q3 		$466K Sell
23,198
-8,720
-27% -$189K ﹤0.01% 5702
2021
Q2 		$744K Sell
31,918
-21,043
-40% -$524K ﹤0.01% 5138
2021
Q1 		$1.39M Sell
52,961
-5,776
-10% -$139K ﹤0.01% 4545
2020
Q4 		$1.21M Buy
58,737
+1,763
+3% +$38.3K ﹤0.01% 4346
2020
Q3 		$1.19M Buy
56,974
+10,298
+22% +$201K ﹤0.01% 4079
2020
Q2 		$812K Buy
46,676
+11,292
+32% +$160K ﹤0.01% 4268
2020
Q1 		$463K Sell
35,384
-21,940
-38% -$362K ﹤0.01% 4550
2019
Q4 		$1.09M Buy
57,324
+9,250
+19% +$193K ﹤0.01% 4447
2019
Q3 		$1.12M Sell
48,074
-6,303
-12% -$136K ﹤0.01% 4479
2019
Q2 		$1.22M Buy
54,377
+3,605
+7% +$77K ﹤0.01% 4422
2019
Q1 		$999K Buy
50,772
+1,539
+3% +$32K ﹤0.01% 4516
2018
Q4 		$891K Sell
49,233
-17,540
-26% -$459K ﹤0.01% 4500
2018
Q3 		$2.46M Buy
66,773
+21,479
+47% +$713K ﹤0.01% 3829
2018
Q2 		$1.19M Buy
45,294
+42,840
+1,746% +$1.02M ﹤0.01% 4365
2018
Q1 		$51K Buy
2,454
+542
+28% +$12.4K ﹤0.01% 6040
2017
Q4 		$45K Buy
1,912
+1,455
+318% +$32.5K ﹤0.01% 6104
2017
Q3 		$9K Buy
457
+99
+28% +$1.58K ﹤0.01% 6583
2017
Q2 		$5K Sell
358
-1,119
-76% -$15.4K ﹤0.01% 6600
2017
Q1 		$21K Buy
1,477
+331
+29% +$4.67K ﹤0.01% 6298
2016
Q4 		$19K Buy
1,146
+712
+164% +$9.96K ﹤0.01% 6362
2016
Q3 		$6K Buy
434
+277
+176% +$3.82K ﹤0.01% 6559
2016
Q2 		$2K Buy
+157
New +$2.27K ﹤0.01% 6913
2016
Q1 		– Sell
-191
Closed -$3K – 7322
2015
Q4 		$3K Buy
191
+172
+905% +$2.64K ﹤0.01% 7030
2015
Q3 		$0 Sell
19
-668
-97% -$13.5K ﹤0.01% 7406
2015
Q2 		$15K Buy
687
+657
+2,190% +$14.1K ﹤0.01% 6453
2015
Q1 		$1K Sell
30
-70
-70% -$1.76K ﹤0.01% 6851
2014
Q4 		$3K Buy
100
+2
+2% +$53 ﹤0.01% 7414
2014
Q3 		$2K Sell
98
-427
-81% -$10.5K ﹤0.01% 7795
2014
Q2 		$13K Buy
525
+411
+361% +$10.4K ﹤0.01% 7371
2014
Q1 		$3K Sell
114
-6
-5% -$172 ﹤0.01% 7477
2013
Q4 		$4K Sell
120
-320
-73% -$8.94K ﹤0.01% 7529
2013
Q3 		$12K Sell
440
-3,027
-87% -$79.7K ﹤0.01% 7105
2013
Q2 		$84K Buy
+3,467
New +$84.1K ﹤0.01% 6253

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

Bank of America's ULH Position: Q1 2026 in Review

Bank of America sold out of Universal Logistics Holdings (ULH) in Q1 2026, closing a stake of 33,722 shares — an estimated $512K sold.

Bank of America first reported a position in ULH in Q2 2013 and held it in 50 quarters. The position peaked at $2.46M in Q3 2018. 70 funds tracked by Wall St. Rank hold ULH as of Q1 2026.

  • Bank of America reported no remaining Universal Logistics Holdings position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 33,722 Universal Logistics Holdings shares in Q1 2026, an estimated $512K.
  • Bank of America first reported a position in Universal Logistics Holdings in Q2 2013 and held it in 50 quarters.
  • Bank of America's Universal Logistics Holdings position peaked at $2.46M in Q3 2018.
  • 70 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.