Nisa Investment Advisors’s Universal Logistics Holdings ULH Stock Holding History

Nisa Investment 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
2025 Q3	–	Sell	-43	Closed	-$1.1K	–	3092
2025 Q2	$1.1K	Sell	43 -23	-35%	-$570	﹤0.01%	2719
2025 Q1	$1.73K	Buy	66 +53	+408%	+$1.81K	﹤0.01%	2503
2024 Q4	$599	Hold	13	–	–	﹤0.01%	2793
2024 Q3	$561	Sell	13 -11	-46%	-$455	﹤0.01%	2703
2024 Q2	$977	Buy	24 +19	+380%	+$773	﹤0.01%	2525
2024 Q1	$185	Hold	5	–	–	﹤0.01%	2653
2023 Q4	$140	Sell	5 -5	-50%	-$124	﹤0.01%	2596
2023 Q3	$252	Hold	10	–	–	﹤0.01%	2637
2023 Q2	$288	Buy	10 +5	+100%	+$138	﹤0.01%	2664
2023 Q1	$0	Sell	5 -5	-50%	-$162	﹤0.01%	2716
2022 Q4	$0	Buy	+10	New	+$350	﹤0.01%	2735

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

BCM

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Nisa Investment Advisors's ULH Position: Q3 2025 in Review

Nisa Investment Advisors sold out of Universal Logistics Holdings (ULH) in Q3 2025, closing a stake of 43 shares — an estimated $1.1K sold.

Nisa Investment Advisors first reported a position in ULH in Q4 2022 and held it in 11 quarters. The position peaked at $1.73K in Q1 2025. 76 funds tracked by Wall St. Rank hold ULH as of Q3 2025.

Nisa Investment Advisors reported no remaining Universal Logistics Holdings position as of Q3 2025 after selling out during the quarter.
Nisa Investment Advisors sold 43 Universal Logistics Holdings shares in Q3 2025, an estimated $1.1K.
Nisa Investment Advisors first reported a position in Universal Logistics Holdings in Q4 2022 and held it in 11 quarters.
Nisa Investment Advisors's Universal Logistics Holdings position peaked at $1.73K in Q1 2025.
76 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q3 2025.

Based on Nisa Investment Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.