Physician Wealth Advisors’s Universal Logistics Holdings ULH Stock Holding History

Physician Wealth 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	$1.01K	Hold	68	–	–	﹤0.01%	1833
2026 Q1	$1.44K	Buy	+68	New	+$1.16K	﹤0.01%	1491
2025 Q4	–	Sell	-39	Closed	-$915	–	2154
2025 Q3	$915	Hold	39	–	–	﹤0.01%	1634
2025 Q2	$990	Buy	+39	New	+$967	﹤0.01%	1434

Other funds holding ULH

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

Physician Wealth Advisors's ULH Position: Q2 2026 in Review

Physician Wealth Advisors held its Universal Logistics Holdings (ULH) position steady in Q2 2026 at 68 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

Physician Wealth Advisors first reported a position in ULH in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.44K in Q1 2026. 16 funds tracked by Wall St. Rank hold ULH as of Q2 2026.

Physician Wealth Advisors held 68 shares of Universal Logistics Holdings worth $1.01K as of Q2 2026.
Physician Wealth Advisors left its Universal Logistics Holdings share count unchanged in Q2 2026.
Universal Logistics Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1833 holding.
Physician Wealth Advisors first reported a position in Universal Logistics Holdings in Q2 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's Universal Logistics Holdings position peaked at $1.44K in Q1 2026.
16 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.