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Capital Advisors Ltd’s Universal Logistics Holdings ULH Stock Holding History

Capital Advisors Ltd’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
Q4 		– Sell
-26
Closed -$1K – 1581
2025
Q3 		$1K Hold
26
– – ﹤0.01% 1304
2025
Q2 		$1K Buy
26
+10
+63% +$248 ﹤0.01% 1283
2025
Q1 		$0 Sell
16
-16
-50% -$547 ﹤0.01% 1589
2024
Q4 		$1K Hold
32
– – ﹤0.01% 1314
2024
Q3 		$1K Hold
32
– – ﹤0.01% 1304
2024
Q2 		$1K Hold
32
– – ﹤0.01% 1305
2024
Q1 		$1K Buy
32
+16
+100% +$516 ﹤0.01% 1284
2023
Q4 		$0 Hold
16
– – ﹤0.01% 1497
2023
Q3 		$0 Hold
16
– – ﹤0.01% 1486
2023
Q2 		$0 Hold
16
– – ﹤0.01% 1546
2023
Q1 		$0 Hold
16
– – ﹤0.01% 1563
2022
Q4 		$1K Hold
16
– – ﹤0.01% 1111
2022
Q3 		$1K Hold
16
– – ﹤0.01% 1140
2022
Q2 		$0 Buy
+16
New +$381 ﹤0.01% 1334

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Capital Advisors Ltd's ULH Position: Q4 2025 in Review

Capital Advisors Ltd sold out of Universal Logistics Holdings (ULH) in Q4 2025, closing a stake of 26 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in ULH in Q2 2022 and held it in 14 quarters. The position peaked at $1K in Q3 2025. 69 funds tracked by Wall St. Rank hold ULH as of Q4 2025.

  • Capital Advisors Ltd reported no remaining Universal Logistics Holdings position as of Q4 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 26 Universal Logistics Holdings shares in Q4 2025, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Universal Logistics Holdings in Q2 2022 and held it in 14 quarters.
  • Capital Advisors Ltd's Universal Logistics Holdings position peaked at $1K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q4 2025.

Based on Capital Advisors Ltd's 13F filing for Q4 2025, filed 21 Jan 2026.