Essential Partners
ULH icon

Essential Partners’s Universal Logistics Holdings ULH Stock Holding History

Essential Partners’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
Q3 		$536 Buy
31
+27
+675% +$464 ﹤0.01% 2383
2026
Q2 		$59 Sell
4
-5
-56% -$89 ﹤0.01% 2783
2026
Q1 		$190 Buy
+9
New +$154 ﹤0.01% 2620
2025
Q4 		– Sell
-3
Closed -$70 – 2923
2025
Q3 		$70 Buy
+3
New +$76 ﹤0.01% 2534

Other funds holding ULH

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's ULH Position: Q3 2026 in Review

Essential Partners increased its Universal Logistics Holdings (ULH) stake by 675% in Q3 2026, buying an estimated $464 and bringing the position to 31 shares worth $536. The position accounts for ﹤0.01% of the portfolio, ranked #2383.

Essential Partners first reported a position in ULH in Q3 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold ULH as of Q3 2026.

  • Essential Partners held 31 shares of Universal Logistics Holdings worth $536 as of Q3 2026.
  • Essential Partners bought 27 Universal Logistics Holdings shares in Q3 2026, an estimated $464.
  • Universal Logistics Holdings made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2383 holding.
  • Essential Partners first reported a position in Universal Logistics Holdings in Q3 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.