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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
Q2 		$44 Hold
3
– – ﹤0.01% 3702
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 $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

SBI Securities's ULH Position: Q2 2026 in Review

SBI Securities held its Universal Logistics Holdings (ULH) position steady in Q2 2026 at 3 shares worth $44. The position accounts for ﹤0.01% of the portfolio, ranked #3702.

SBI Securities first reported a position in ULH in Q4 2024 and has held it in 7 quarters since. The position peaked at $92 in Q4 2024. 74 funds tracked by Wall St. Rank hold ULH as of Q2 2026.

  • SBI Securities held 3 shares of Universal Logistics Holdings worth $44 as of Q2 2026.
  • SBI Securities left its Universal Logistics Holdings share count unchanged in Q2 2026.
  • Universal Logistics Holdings made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3702 holding.
  • SBI Securities first reported a position in Universal Logistics Holdings in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Universal Logistics Holdings position peaked at $92 in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.