Empowered Funds’s Universal Logistics Holdings ULH Stock Holding History

Empowered Funds’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	$1.92M	Hold	90,803	–	–	0.01%	1129
2025 Q4	$1.38M	Sell	90,803 -5,000	-5%	-$84.1K	0.02%	583
2025 Q3	$2.25M	Sell	95,803 -3,566	-4%	-$89.9K	0.02%	860
2025 Q2	$2.52M	Sell	99,369 -8,899	-8%	-$221K	0.03%	716
2025 Q1	$2.84M	Buy	108,268 +5,136	+5%	+$176K	0.04%	581
2024 Q4	$4.74M	Buy	103,132 +4,977	+5%	+$232K	0.07%	388
2024 Q3	$4.23M	Buy	98,155 +4,958	+5%	+$205K	0.07%	411
2024 Q2	$3.78M	Buy	93,197 +6,660	+8%	+$271K	0.07%	404
2024 Q1	$3.19M	Buy	86,537 +10,191	+13%	+$328K	0.06%	439
2023 Q4	$2.14M	Buy	76,346 +6,824	+10%	+$170K	0.05%	498
2023 Q3	$1.75M	Buy	69,522 +5,688	+9%	+$163K	0.05%	492
2023 Q2	$1.84M	Buy	+63,834	New	+$1.77M	0.06%	423

Other funds holding ULH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empowered Funds's ULH Position: Q1 2026 in Review

Empowered Funds held its Universal Logistics Holdings (ULH) position steady in Q1 2026 at 90,803 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #1129.

Empowered Funds first reported a position in ULH in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.74M in Q4 2024. 70 funds tracked by Wall St. Rank hold ULH as of Q1 2026.

Empowered Funds held 90,803 shares of Universal Logistics Holdings worth $1.92M as of Q1 2026.
Empowered Funds left its Universal Logistics Holdings share count unchanged in Q1 2026.
Universal Logistics Holdings made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1129 holding.
Empowered Funds first reported a position in Universal Logistics Holdings in Q2 2023 and has held it in 12 quarters since.
Empowered Funds's Universal Logistics Holdings position peaked at $4.74M in Q4 2024.
70 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.