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Private Wealth Management Group’s Universal Logistics Holdings ULH Stock Holding History

Private Wealth Management Group’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
-222
Closed -$3.37K – 1555
2025
Q4 		$3.37K Buy
+222
New +$3.73K ﹤0.01% 913

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

Private Wealth Management Group's ULH Position: Q1 2026 in Review

Private Wealth Management Group sold out of Universal Logistics Holdings (ULH) in Q1 2026, closing a stake of 222 shares — an estimated $3.37K sold.

Private Wealth Management Group first reported a position in ULH in Q4 2025 and held it in 1 quarter. The position peaked at $3.37K in Q4 2025. 70 funds tracked by Wall St. Rank hold ULH as of Q1 2026.

  • Private Wealth Management Group reported no remaining Universal Logistics Holdings position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 222 Universal Logistics Holdings shares in Q1 2026, an estimated $3.37K.
  • Private Wealth Management Group first reported a position in Universal Logistics Holdings in Q4 2025 and held it in 1 quarter.
  • Private Wealth Management Group's Universal Logistics Holdings position peaked at $3.37K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.