Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Universal Logistics Holdings ULH Stock Holding History

Carson Wealth (CWM LLC)’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 		$4.74K Buy
224
+160
+250% +$2.74K ﹤0.01% 5047
2025
Q4 		$1K Sell
64
-99
-61% -$1.67K ﹤0.01% 5294
2025
Q3 		$4K Buy
163
+56
+52% +$1.41K ﹤0.01% 4855
2025
Q2 		$3K Buy
107
+54
+102% +$1.34K ﹤0.01% 4821
2025
Q1 		$1K Sell
53
-9
-15% -$308 ﹤0.01% 5004
2024
Q4 		$3K Buy
62
+28
+82% +$1.3K ﹤0.01% 4462
2024
Q3 		$1K Sell
34
-125
-79% -$5.17K ﹤0.01% 4736
2024
Q2 		$6K Buy
159
+7
+5% +$285 ﹤0.01% 3816
2024
Q1 		$6K Buy
152
+4
+3% +$129 ﹤0.01% 3614
2023
Q4 		$4K Sell
148
-17
-10% -$423 ﹤0.01% 3641
2023
Q3 		$4K Hold
165
– – ﹤0.01% 3610
2023
Q2 		$5K Buy
165
+48
+41% +$1.33K ﹤0.01% 3477
2023
Q1 		$3K Buy
+117
New +$3.8K ﹤0.01% 3573

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

Carson Wealth (CWM LLC)'s ULH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Universal Logistics Holdings (ULH) stake by 250% in Q1 2026, buying an estimated $2.74K and bringing the position to 224 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #5047.

Carson Wealth (CWM LLC) first reported a position in ULH in Q1 2023 and has held it in 13 quarters since. The position peaked at $6K in Q2 2024. 70 funds tracked by Wall St. Rank hold ULH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 224 shares of Universal Logistics Holdings worth $4.74K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 160 Universal Logistics Holdings shares in Q1 2026, an estimated $2.74K.
  • Universal Logistics Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5047 holding.
  • Carson Wealth (CWM LLC) first reported a position in Universal Logistics Holdings in Q1 2023 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Universal Logistics Holdings position peaked at $6K in Q2 2024.
  • 70 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.