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WealthCollab’s Universal Logistics Holdings ULH Stock Holding History

WealthCollab’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 		– Sell
-220
Closed -$4.65K – 1059
2026
Q1 		$4.65K Hold
220
– – ﹤0.01% 696
2025
Q4 		$3.34K Sell
220
-116
-35% -$1.95K ﹤0.01% 803
2025
Q3 		$7.88K Hold
336
– – ﹤0.01% 583
2025
Q2 		$8.53K Hold
336
– – ﹤0.01% 530
2025
Q1 		$8.82K Hold
336
– – 0.01% 488
2024
Q4 		$15.4K Hold
336
– – 0.01% 367
2024
Q3 		$14.5K Hold
336
– – 0.01% 383
2024
Q2 		$13.6K Hold
336
– – 0.01% 375
2024
Q1 		$12.4K Hold
336
– – 0.01% 396
2023
Q4 		$9.41K Buy
+336
New +$8.36K 0.01% 433

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

WealthCollab's ULH Position: Q2 2026 in Review

WealthCollab sold out of Universal Logistics Holdings (ULH) in Q2 2026, closing a stake of 220 shares — an estimated $4.65K sold.

WealthCollab first reported a position in ULH in Q4 2023 and held it in 10 quarters. The position peaked at $15.4K in Q4 2024. 73 funds tracked by Wall St. Rank hold ULH as of Q2 2026.

  • WealthCollab reported no remaining Universal Logistics Holdings position as of Q2 2026 after selling out during the quarter.
  • WealthCollab sold 220 Universal Logistics Holdings shares in Q2 2026, an estimated $4.65K.
  • WealthCollab first reported a position in Universal Logistics Holdings in Q4 2023 and held it in 10 quarters.
  • WealthCollab's Universal Logistics Holdings position peaked at $15.4K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.