Root Financial Partners
ULH icon

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
Q3 		$640 Buy
+37
New +$636 ﹤0.01% 3130
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 $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Landscape Capital Management
Landscape Capital Management Englewood, New Jersey $1.34B AUM 18.69% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Root Financial Partners's ULH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Universal Logistics Holdings (ULH) in Q3 2026: 37 shares worth $640. The stake represents ﹤0.01% of the portfolio and ranks #3130 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ULH as recently as Q1 2026.

Root Financial Partners first reported a position in ULH in Q1 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold ULH as of Q3 2026.

  • Root Financial Partners held 37 shares of Universal Logistics Holdings worth $640 as of Q3 2026.
  • Universal Logistics Holdings was a new Root Financial Partners position in Q3 2026.
  • Universal Logistics Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3130 holding.
  • Root Financial Partners first reported a position in Universal Logistics Holdings in Q1 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.