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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

WealthCollab's ULH Position: Q1 2026 in Review

WealthCollab held its Universal Logistics Holdings (ULH) position steady in Q1 2026 at 220 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

WealthCollab first reported a position in ULH in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.4K in Q4 2024. 70 funds tracked by Wall St. Rank hold ULH as of Q1 2026.

WealthCollab held 220 shares of Universal Logistics Holdings worth $4.65K as of Q1 2026.
WealthCollab left its Universal Logistics Holdings share count unchanged in Q1 2026.
Universal Logistics Holdings made up ﹤0.01% of WealthCollab's portfolio in Q1 2026, its #696 holding.
WealthCollab first reported a position in Universal Logistics Holdings in Q4 2023 and has held it in 10 quarters since.
WealthCollab's Universal Logistics Holdings position peaked at $15.4K in Q4 2024.
70 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q1 2026.

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