Creative Planning
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Creative Planning’s Universal Logistics Holdings ULH Stock Holding History

Creative Planning’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
-8,775
Closed -$230K – 3796
2025
Q1 		$230K Buy
+8,775
New +$300K ﹤0.01% 2956
2018
Q4 		– Sell
-19,250
Closed -$708K – 2112
2018
Q3 		$708K Buy
+19,250
New +$639K ﹤0.01% 911

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

Creative Planning's ULH Position: Q2 2025 in Review

Creative Planning sold out of Universal Logistics Holdings (ULH) in Q2 2025, closing a stake of 8,775 shares — an estimated $230K sold.

Creative Planning first reported a position in ULH in Q3 2018 and held it in 2 quarters. The position peaked at $708K in Q3 2018. 73 funds tracked by Wall St. Rank hold ULH as of Q2 2025.

  • Creative Planning reported no remaining Universal Logistics Holdings position as of Q2 2025 after selling out during the quarter.
  • Creative Planning sold 8,775 Universal Logistics Holdings shares in Q2 2025, an estimated $230K.
  • Creative Planning first reported a position in Universal Logistics Holdings in Q3 2018 and held it in 2 quarters.
  • Creative Planning's Universal Logistics Holdings position peaked at $708K in Q3 2018.
  • 73 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.