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Covestor’s Universal Logistics Holdings ULH Stock Holding History

Covestor’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 		$0 Sell
5
-39
-89% -$667 ﹤0.01% 2795
2025
Q4 		$1K Hold
44
– – ﹤0.01% 2181
2025
Q3 		$1K Buy
44
+42
+2,100% +$1.06K ﹤0.01% 2193
2025
Q2 		$0 Sell
2
-19
-90% -$471 ﹤0.01% 2781
2025
Q1 		$1K Sell
21
-1
-5% -$34 ﹤0.01% 2116
2024
Q4 		$1K Hold
22
– – ﹤0.01% 2147
2024
Q3 		$1K Sell
22
-15
-41% -$621 ﹤0.01% 2111
2024
Q2 		$2K Buy
37
+3
+9% +$122 ﹤0.01% 1893
2024
Q1 		$1K Sell
34
-33
-49% -$1.06K ﹤0.01% 2128
2023
Q4 		$2K Buy
67
+10
+18% +$249 ﹤0.01% 1891
2023
Q3 		$1K Sell
57
-4
-7% -$114 ﹤0.01% 2007
2023
Q2 		$2K Sell
61
-45
-42% -$1.25K ﹤0.01% 1877
2023
Q1 		$3K Sell
106
-44
-29% -$1.43K ﹤0.01% 1714
2022
Q4 		$5K Sell
150
-108
-42% -$3.78K ﹤0.01% 1595
2022
Q3 		$8K Sell
258
-19
-7% -$627 0.01% 1363
2022
Q2 		$8K Sell
277
-66
-19% -$1.57K 0.01% 1297
2022
Q1 		$7K Buy
343
+138
+67% +$2.61K ﹤0.01% 1428
2021
Q4 		$4K Buy
+205
New +$4.06K 0.01% 1428

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

Covestor's ULH Position: Q1 2026 in Review

Covestor reduced its Universal Logistics Holdings (ULH) stake by 89% in Q1 2026, selling an estimated $667 and leaving 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2795.

Covestor first reported a position in ULH in Q4 2021 and has held it in 18 quarters since. The position peaked at $8K in Q3 2022. 70 funds tracked by Wall St. Rank hold ULH as of Q1 2026.

  • Covestor held 5 shares of Universal Logistics Holdings worth $0 as of Q1 2026.
  • Covestor sold 39 Universal Logistics Holdings shares in Q1 2026, an estimated $667.
  • Universal Logistics Holdings made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2795 holding.
  • Covestor first reported a position in Universal Logistics Holdings in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Universal Logistics Holdings position peaked at $8K in Q3 2022.
  • 70 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.