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Global Retirement Partners’s Universal Logistics Holdings ULH Stock Holding History

Global Retirement 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 		$192 Buy
+13
New +$232 ﹤0.01% 4388
2025
Q4 		$197 Buy
+13
New +$219 ﹤0.01% 4109
2024
Q2 		– Sell
-5
Closed -$184 – 3647
2024
Q1 		$184 Buy
+5
New +$161 ﹤0.01% 3256

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

Global Retirement Partners's ULH Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Universal Logistics Holdings (ULH) in Q2 2026: 13 shares worth $192. The stake represents ﹤0.01% of the portfolio and ranks #4388 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ULH as recently as Q4 2025.

Global Retirement Partners first reported a position in ULH in Q1 2024 and has held it in 3 quarters since. The position peaked at $197 in Q4 2025. 73 funds tracked by Wall St. Rank hold ULH as of Q2 2026.

  • Global Retirement Partners held 13 shares of Universal Logistics Holdings worth $192 as of Q2 2026.
  • Universal Logistics Holdings was a new Global Retirement Partners position in Q2 2026.
  • Universal Logistics Holdings made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4388 holding.
  • Global Retirement Partners first reported a position in Universal Logistics Holdings in Q1 2024 and has held it in 3 quarters since.
  • Global Retirement Partners's Universal Logistics Holdings position peaked at $197 in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.