IFP Advisors
ULH icon

IFP Advisors’s Universal Logistics Holdings ULH Stock Holding History

IFP 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
Q3 		$346 Buy
+20
New +$344 ﹤0.01% 4768
2026
Q1 		– Sell
-1
Closed -$15 – 5165
2025
Q4 		$15 Hold
1
– – ﹤0.01% 4821
2025
Q3 		$23 Buy
+1
New +$25 ﹤0.01% 4748
2025
Q2 		– Hold
0
– – – 4733

Other funds holding ULH

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

IFP Advisors's ULH Position: Q3 2026 in Review

IFP Advisors opened a new position in Universal Logistics Holdings (ULH) in Q3 2026: 20 shares worth $346. The stake represents ﹤0.01% of the portfolio and ranks #4768 among its holdings. This is a return to the name: IFP Advisors previously reported a position in ULH as recently as Q4 2025.

IFP Advisors first reported a position in ULH in Q3 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold ULH as of Q3 2026.

  • IFP Advisors held 20 shares of Universal Logistics Holdings worth $346 as of Q3 2026.
  • Universal Logistics Holdings was a new IFP Advisors position in Q3 2026.
  • Universal Logistics Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4768 holding.
  • IFP Advisors first reported a position in Universal Logistics Holdings in Q3 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.