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 Q1	$169	Buy	+8	New	+$137	﹤0.01%	3187

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Root Financial Partners's ULH Position: Q1 2026 in Review

Root Financial Partners opened a new position in Universal Logistics Holdings (ULH) in Q1 2026: 8 shares worth $169. The stake represents ﹤0.01% of the portfolio and ranks #3187 among its holdings.

70 funds tracked by Wall St. Rank hold ULH as of Q1 2026.

Root Financial Partners held 8 shares of Universal Logistics Holdings worth $169 as of Q1 2026.
Universal Logistics Holdings was a new Root Financial Partners position in Q1 2026.
Universal Logistics Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3187 holding.
70 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.