Envestnet Asset Management
ULH icon

Envestnet Asset Management’s Universal Logistics Holdings ULH Stock Holding History

Envestnet Asset Management’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
Q4 		– Sell
-8,955
Closed -$210K – 4672
2025
Q3 		$210K Sell
8,955
-478
-5% -$12.1K ﹤0.01% 4296
2025
Q2 		$239K Buy
9,433
+44
+0.5% +$1.09K ﹤0.01% 4147
2025
Q1 		$246K Buy
9,389
+247
+3% +$8.44K ﹤0.01% 4036
2024
Q4 		$420K Buy
9,142
+2,111
+30% +$98.3K ﹤0.01% 3674
2024
Q3 		$303K Buy
7,031
+41
+0.6% +$1.7K ﹤0.01% 3814
2024
Q2 		$284K Sell
6,990
-115
-2% -$4.68K ﹤0.01% 3768
2024
Q1 		$262K Buy
+7,105
New +$229K ﹤0.01% 3796
2015
Q1 		– Sell
-205
Closed -$6K – 2400
2014
Q4 		$6K Hold
205
– – ﹤0.01% 2088
2014
Q3 		$5K Hold
205
– – ﹤0.01% 2316
2014
Q2 		$5K Hold
205
– – ﹤0.01% 2291
2014
Q1 		$6K Hold
205
– – ﹤0.01% 2063
2013
Q4 		$6K Hold
205
– – ﹤0.01% 1942
2013
Q3 		$5K Buy
+205
New +$5.4K ﹤0.01% 1936

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Envestnet Asset Management's ULH Position: Q4 2025 in Review

Envestnet Asset Management sold out of Universal Logistics Holdings (ULH) in Q4 2025, closing a stake of 8,955 shares — an estimated $210K sold.

Envestnet Asset Management first reported a position in ULH in Q3 2013 and held it in 13 quarters. The position peaked at $420K in Q4 2024. 69 funds tracked by Wall St. Rank hold ULH as of Q4 2025.

  • Envestnet Asset Management reported no remaining Universal Logistics Holdings position as of Q4 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 8,955 Universal Logistics Holdings shares in Q4 2025, an estimated $210K.
  • Envestnet Asset Management first reported a position in Universal Logistics Holdings in Q3 2013 and held it in 13 quarters.
  • Envestnet Asset Management's Universal Logistics Holdings position peaked at $420K in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.