EverSource Wealth Advisors’s Universal Logistics Holdings ULH Stock Holding History

EverSource Wealth Advisors’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	$592	Sell	40 -240	-86%	-$4.29K	﹤0.01%	4097
2026 Q1	$5.92K	Buy	280 +210	+300%	+$3.59K	﹤0.01%	3183
2025 Q4	$1.06K	Sell	70 -28	-29%	-$471	﹤0.01%	3695
2025 Q3	$2.3K	Sell	98 -9	-8%	-$227	﹤0.01%	3473
2025 Q2	$2.72K	Buy	107 +76	+245%	+$1.88K	﹤0.01%	3396
2025 Q1	$813	Buy	+31	New	+$1.06K	﹤0.01%	3302
2023 Q1	–	Sell	-27	Closed	-$876	–	2534
2022 Q4	$903	Hold	27	–	–	﹤0.01%	2122
2022 Q3	$1K	Buy	+27	New	+$892	﹤0.01%	1911

Other funds holding ULH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

EverSource Wealth Advisors's ULH Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Universal Logistics Holdings (ULH) stake by 86% in Q2 2026, selling an estimated $4.29K and leaving 40 shares worth $592. The position accounts for ﹤0.01% of the portfolio, ranked #4097.

EverSource Wealth Advisors first reported a position in ULH in Q3 2022 and has held it in 8 quarters since. The position peaked at $5.92K in Q1 2026. 74 funds tracked by Wall St. Rank hold ULH as of Q2 2026.

EverSource Wealth Advisors held 40 shares of Universal Logistics Holdings worth $592 as of Q2 2026.
EverSource Wealth Advisors sold 240 Universal Logistics Holdings shares in Q2 2026, an estimated $4.29K.
Universal Logistics Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4097 holding.
EverSource Wealth Advisors first reported a position in Universal Logistics Holdings in Q3 2022 and has held it in 8 quarters since.
EverSource Wealth Advisors's Universal Logistics Holdings position peaked at $5.92K in Q1 2026.
74 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.