True Wealth Design
ULH icon

True Wealth Design’s Universal Logistics Holdings ULH Stock Holding History

True Wealth Design’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 		$35 Buy
2
+1
+100% +$17 ﹤0.01% 2533
2026
Q2 		$15 Buy
+1
New +$18 ﹤0.01% 2634
2025
Q4 		– Sell
-2
Closed -$47 – 2821
2025
Q3 		$47 Sell
2
-1
-33% -$25 ﹤0.01% 2582
2025
Q2 		$77 Sell
3
-11
-79% -$273 ﹤0.01% 2302
2025
Q1 		$368 Buy
+14
New +$479 ﹤0.01% 1675

Other funds holding ULH

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's ULH Position: Q3 2026 in Review

True Wealth Design increased its Universal Logistics Holdings (ULH) stake by 100% in Q3 2026, buying an estimated $17 and bringing the position to 2 shares worth $35. The position accounts for ﹤0.01% of the portfolio, ranked #2533.

True Wealth Design first reported a position in ULH in Q1 2025 and has held it in 5 quarters since. The position peaked at $368 in Q1 2025. 13 funds tracked by Wall St. Rank hold ULH as of Q3 2026.

  • True Wealth Design held 2 shares of Universal Logistics Holdings worth $35 as of Q3 2026.
  • True Wealth Design bought 1 Universal Logistics Holdings share in Q3 2026, an estimated $17.
  • Universal Logistics Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2533 holding.
  • True Wealth Design first reported a position in Universal Logistics Holdings in Q1 2025 and has held it in 5 quarters since.
  • True Wealth Design's Universal Logistics Holdings position peaked at $368 in Q1 2025.
  • 13 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.