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Bartlett & Co Wealth Management’s Universal Logistics Holdings ULH Stock Holding History

Bartlett & Co Wealth Management’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
2025
Q2 		– Sell
-34
Closed -$896 – 1333
2025
Q1 		$896 Buy
+34
New +$1.16K ﹤0.01% 1123

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DA
Denali Advisors San Diego, California $900M AUM 28.25% 1-Year Est. Return

Bartlett & Co Wealth Management's ULH Position: Q2 2025 in Review

Bartlett & Co Wealth Management sold out of Universal Logistics Holdings (ULH) in Q2 2025, closing a stake of 34 shares — an estimated $896 sold.

Bartlett & Co Wealth Management first reported a position in ULH in Q1 2025 and held it in 1 quarter. The position peaked at $896 in Q1 2025. 73 funds tracked by Wall St. Rank hold ULH as of Q2 2025.

  • Bartlett & Co Wealth Management reported no remaining Universal Logistics Holdings position as of Q2 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 34 Universal Logistics Holdings shares in Q2 2025, an estimated $896.
  • Bartlett & Co Wealth Management first reported a position in Universal Logistics Holdings in Q1 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Universal Logistics Holdings position peaked at $896 in Q1 2025.
  • 73 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.