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Root Financial Partners’s Universal Logistics Holdings ULH Stock Holding History

Root Financial Partners’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 		– Sell
-8
Closed -$169 – 3023
2026
Q1 		$169 Buy
+8
New +$137 ﹤0.01% 3187

Other funds holding ULH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Root Financial Partners's ULH Position: Q2 2026 in Review

Root Financial Partners sold out of Universal Logistics Holdings (ULH) in Q2 2026, closing a stake of 8 shares — an estimated $169 sold.

Root Financial Partners first reported a position in ULH in Q1 2026 and held it in 1 quarter. The position peaked at $169 in Q1 2026. 73 funds tracked by Wall St. Rank hold ULH as of Q2 2026.

  • Root Financial Partners reported no remaining Universal Logistics Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 8 Universal Logistics Holdings shares in Q2 2026, an estimated $169.
  • Root Financial Partners first reported a position in Universal Logistics Holdings in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Universal Logistics Holdings position peaked at $169 in Q1 2026.
  • 73 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.