UBS AM
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UBS AM’s Universal Logistics Holdings ULH Stock Holding History

UBS AM’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 		$3.23K Buy
153
+25
+20% +$428 ﹤0.01% 3527
2025
Q4 		$1.94K Sell
128
-12,415
-99% -$209K ﹤0.01% 3130
2025
Q3 		$294K Sell
12,543
-4,082
-25% -$103K ﹤0.01% 2204
2025
Q2 		$422K Buy
16,625
+7,845
+89% +$194K ﹤0.01% 2503
2025
Q1 		$230K Sell
8,780
-4,999
-36% -$171K ﹤0.01% 2573
2024
Q4 		$633K Buy
13,779
+2,011
+17% +$93.7K ﹤0.01% 2509
2024
Q3 		$507K Sell
11,768
-1,094
-9% -$45.3K ﹤0.01% 2643
2024
Q2 		$522K Buy
12,862
+6,093
+90% +$248K ﹤0.01% 2618
2024
Q1 		$250K Buy
+6,769
New +$218K ﹤0.01% 2432
2023
Q1 		– Sell
-6,769
Closed -$226K – 2718
2022
Q4 		$226K Buy
+6,769
New +$237K ﹤0.01% 2414

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

UBS AM's ULH Position: Q1 2026 in Review

UBS AM increased its Universal Logistics Holdings (ULH) stake by 20% in Q1 2026, buying an estimated $428 and bringing the position to 153 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #3527.

UBS AM first reported a position in ULH in Q4 2022 and has held it in 10 quarters since. The position peaked at $633K in Q4 2024. 70 funds tracked by Wall St. Rank hold ULH as of Q1 2026.

  • UBS AM held 153 shares of Universal Logistics Holdings worth $3.23K as of Q1 2026.
  • UBS AM bought 25 Universal Logistics Holdings shares in Q1 2026, an estimated $428.
  • Universal Logistics Holdings made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #3527 holding.
  • UBS AM first reported a position in Universal Logistics Holdings in Q4 2022 and has held it in 10 quarters since.
  • UBS AM's Universal Logistics Holdings position peaked at $633K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.