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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
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
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

IFP Advisors's ULH Position: Q1 2026 in Review

IFP Advisors sold out of Universal Logistics Holdings (ULH) in Q1 2026, closing a stake of 1 share — an estimated $15 sold.

IFP Advisors first reported a position in ULH in Q3 2025 and held it in 2 quarters. The position peaked at $23 in Q3 2025. 70 funds tracked by Wall St. Rank hold ULH as of Q1 2026.

  • IFP Advisors reported no remaining Universal Logistics Holdings position as of Q1 2026 after selling out during the quarter.
  • IFP Advisors sold 1 Universal Logistics Holdings share in Q1 2026, an estimated $15.
  • IFP Advisors first reported a position in Universal Logistics Holdings in Q3 2025 and held it in 2 quarters.
  • IFP Advisors's Universal Logistics Holdings position peaked at $23 in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.