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SBI Securities’s Universal Logistics Holdings ULH Stock Holding History

SBI Securities’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 		$63 Buy
3
+1
+50% +$17 ﹤0.01% 3530
2025
Q4 		$30 Hold
2
– – ﹤0.01% 3694
2025
Q3 		$47 Hold
2
– – ﹤0.01% 3741
2025
Q2 		$51 Hold
2
– – ﹤0.01% 3717
2025
Q1 		$52 Hold
2
– – ﹤0.01% 3636
2024
Q4 		$92 Buy
+2
New +$93 ﹤0.01% 3484

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

SBI Securities's ULH Position: Q1 2026 in Review

SBI Securities increased its Universal Logistics Holdings (ULH) stake by 50% in Q1 2026, buying an estimated $17 and bringing the position to 3 shares worth $63. The position accounts for ﹤0.01% of the portfolio, ranked #3530.

SBI Securities first reported a position in ULH in Q4 2024 and has held it in 6 quarters since. The position peaked at $92 in Q4 2024. 70 funds tracked by Wall St. Rank hold ULH as of Q1 2026.

  • SBI Securities held 3 shares of Universal Logistics Holdings worth $63 as of Q1 2026.
  • SBI Securities bought 1 Universal Logistics Holdings share in Q1 2026, an estimated $17.
  • Universal Logistics Holdings made up ﹤0.01% of SBI Securities's portfolio in Q1 2026, its #3530 holding.
  • SBI Securities first reported a position in Universal Logistics Holdings in Q4 2024 and has held it in 6 quarters since.
  • SBI Securities's Universal Logistics Holdings position peaked at $92 in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.