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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
Q2 		$1.42M Buy
96,115
+5,312
+6% +$94.9K 0.01% 1346
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empowered Funds's ULH Position: Q2 2026 in Review

Empowered Funds increased its Universal Logistics Holdings (ULH) stake by 5.9% in Q2 2026, buying an estimated $94.9K and bringing the position to 96,115 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #1346.

Empowered Funds first reported a position in ULH in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.74M in Q4 2024. 74 funds tracked by Wall St. Rank hold ULH as of Q2 2026.

  • Empowered Funds held 96,115 shares of Universal Logistics Holdings worth $1.42M as of Q2 2026.
  • Empowered Funds bought 5,312 Universal Logistics Holdings shares in Q2 2026, an estimated $94.9K.
  • Universal Logistics Holdings made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1346 holding.
  • Empowered Funds first reported a position in Universal Logistics Holdings in Q2 2023 and has held it in 13 quarters since.
  • Empowered Funds's Universal Logistics Holdings position peaked at $4.74M in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.