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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
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

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

True Wealth Design's ULH Position: Q2 2026 in Review

True Wealth Design opened a new position in Universal Logistics Holdings (ULH) in Q2 2026: 1 share worth $15. The stake represents ﹤0.01% of the portfolio and ranks #2634 among its holdings. This is a return to the name: True Wealth Design previously reported a position in ULH as recently as Q3 2025.

True Wealth Design first reported a position in ULH in Q1 2025 and has held it in 4 quarters since. The position peaked at $368 in Q1 2025. 15 funds tracked by Wall St. Rank hold ULH as of Q2 2026.

  • True Wealth Design held 1 share of Universal Logistics Holdings worth $15 as of Q2 2026.
  • Universal Logistics Holdings was a new True Wealth Design position in Q2 2026.
  • Universal Logistics Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2634 holding.
  • True Wealth Design first reported a position in Universal Logistics Holdings in Q1 2025 and has held it in 4 quarters since.
  • True Wealth Design's Universal Logistics Holdings position peaked at $368 in Q1 2025.
  • 15 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.