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Summit Securities Group’s Universal Logistics Holdings ULH Stock Holding History

Summit Securities Group’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
2025
Q2 		– Sell
-595
Closed -$15.6K – 1443
2025
Q1 		$15.6K Buy
+595
New +$20.3K ﹤0.01% 497

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DA
Denali Advisors San Diego, California $900M AUM 28.25% 1-Year Est. Return

Summit Securities Group's ULH Position: Q2 2025 in Review

Summit Securities Group sold out of Universal Logistics Holdings (ULH) in Q2 2025, closing a stake of 595 shares — an estimated $15.6K sold.

Summit Securities Group first reported a position in ULH in Q1 2025 and held it in 1 quarter. The position peaked at $15.6K in Q1 2025. 73 funds tracked by Wall St. Rank hold ULH as of Q2 2025.

  • Summit Securities Group reported no remaining Universal Logistics Holdings position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 595 Universal Logistics Holdings shares in Q2 2025, an estimated $15.6K.
  • Summit Securities Group first reported a position in Universal Logistics Holdings in Q1 2025 and held it in 1 quarter.
  • Summit Securities Group's Universal Logistics Holdings position peaked at $15.6K in Q1 2025.
  • 73 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.