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 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 $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

EverSource Wealth Advisors's ULH Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Universal Logistics Holdings (ULH) stake by 300% in Q1 2026, buying an estimated $3.59K and bringing the position to 280 shares worth $5.92K. The position accounts for ﹤0.01% of the portfolio, ranked #3183.

EverSource Wealth Advisors first reported a position in ULH in Q3 2022 and has held it in 7 quarters since. 70 funds tracked by Wall St. Rank hold ULH as of Q1 2026.

EverSource Wealth Advisors held 280 shares of Universal Logistics Holdings worth $5.92K as of Q1 2026.
EverSource Wealth Advisors bought 210 Universal Logistics Holdings shares in Q1 2026, an estimated $3.59K.
Universal Logistics Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3183 holding.
EverSource Wealth Advisors first reported a position in Universal Logistics Holdings in Q3 2022 and has held it in 7 quarters since.
70 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.