Rothschild Investment LLC’s Universal Logistics Holdings ULH Stock Holding History

Rothschild Investment LLC’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	$59	Buy	+4	New	+$71	﹤0.01%	3550
2025 Q4	–	Sell	-10	Closed	-$234	–	3500
2025 Q3	$234	Hold	10	–	–	﹤0.01%	2987
2025 Q2	$254	Buy	10 +5	+100%	+$124	﹤0.01%	2892
2025 Q1	$131	Hold	5	–	–	﹤0.01%	2925
2024 Q4	$230	Hold	5	–	–	﹤0.01%	2763
2024 Q3	$216	Hold	5	–	–	﹤0.01%	2703
2024 Q2	$203	Buy	+5	New	+$203	﹤0.01%	2486

Other funds holding ULH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 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

Rothschild Investment LLC's ULH Position: Q2 2026 in Review

Rothschild Investment LLC opened a new position in Universal Logistics Holdings (ULH) in Q2 2026: 4 shares worth $59. The stake represents ﹤0.01% of the portfolio and ranks #3550 among its holdings. This is a return to the name: Rothschild Investment LLC previously reported a position in ULH as recently as Q3 2025.

Rothschild Investment LLC first reported a position in ULH in Q2 2024 and has held it in 7 quarters since. The position peaked at $254 in Q2 2025. 29 funds tracked by Wall St. Rank hold ULH as of Q2 2026.

Rothschild Investment LLC held 4 shares of Universal Logistics Holdings worth $59 as of Q2 2026.
Universal Logistics Holdings was a new Rothschild Investment LLC position in Q2 2026.
Universal Logistics Holdings made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3550 holding.
Rothschild Investment LLC first reported a position in Universal Logistics Holdings in Q2 2024 and has held it in 7 quarters since.
Rothschild Investment LLC's Universal Logistics Holdings position peaked at $254 in Q2 2025.
29 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.