Farther Finance Advisors’s Universal Logistics Holdings ULH Stock Holding History

Farther Finance 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	$90	Buy	6 +2	+50%	+$36	﹤0.01%	5802
2026 Q1	$88	Buy	4 +1	+33%	+$17	﹤0.01%	5527
2025 Q4	$46	Sell	3 -134	-98%	-$2.25K	﹤0.01%	5359
2025 Q3	$3.21K	Buy	+137	New	+$3.45K	﹤0.01%	3946
2025 Q2	–	Sell	-12	Closed	-$314	–	4660
2025 Q1	$314	Sell	12 -3	-20%	-$103	﹤0.01%	3861
2024 Q4	$689	Hold	15	–	–	﹤0.01%	3365
2024 Q3	$647	Hold	15	–	–	﹤0.01%	3365
2024 Q2	$607	Hold	15	–	–	﹤0.01%	3233
2024 Q1	$551	Sell	15 -10	-40%	-$322	﹤0.01%	2992
2023 Q4	$701	Buy	+25	New	+$622	﹤0.01%	2857

Other funds holding ULH

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Farther Finance Advisors's ULH Position: Q2 2026 in Review

Farther Finance Advisors increased its Universal Logistics Holdings (ULH) stake by 50% in Q2 2026, buying an estimated $36 and bringing the position to 6 shares worth $90. The position accounts for ﹤0.01% of the portfolio, ranked #5802.

Farther Finance Advisors first reported a position in ULH in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.21K in Q3 2025. 15 funds tracked by Wall St. Rank hold ULH as of Q2 2026.

Farther Finance Advisors held 6 shares of Universal Logistics Holdings worth $90 as of Q2 2026.
Farther Finance Advisors bought 2 Universal Logistics Holdings shares in Q2 2026, an estimated $36.
Universal Logistics Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5802 holding.
Farther Finance Advisors first reported a position in Universal Logistics Holdings in Q4 2023 and has held it in 10 quarters since.
Farther Finance Advisors's Universal Logistics Holdings position peaked at $3.21K in Q3 2025.
15 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.