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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
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

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
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Essential Partners's ULH Position: Q2 2026 in Review

Essential Partners reduced its Universal Logistics Holdings (ULH) stake by 56% in Q2 2026, selling an estimated $89 and leaving 4 shares worth $59. The position accounts for ﹤0.01% of the portfolio, ranked #2783.

Essential Partners first reported a position in ULH in Q3 2025 and has held it in 3 quarters since. The position peaked at $190 in Q1 2026. 74 funds tracked by Wall St. Rank hold ULH as of Q2 2026.

  • Essential Partners held 4 shares of Universal Logistics Holdings worth $59 as of Q2 2026.
  • Essential Partners sold 5 Universal Logistics Holdings shares in Q2 2026, an estimated $89.
  • Universal Logistics Holdings made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2783 holding.
  • Essential Partners first reported a position in Universal Logistics Holdings in Q3 2025 and has held it in 3 quarters since.
  • Essential Partners's Universal Logistics Holdings position peaked at $190 in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.