Position in ULH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$317
+$242 QoQ
Shares Held
15
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ULH Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Mar 31, 2026Allworth Financial LP holds $1,225,422 across 14 Trucking names. ULH ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
3,097 | $605,153 | |
| 2 | KNX |
Knight-Swift Transportation Holdings Inc.
|
4,865 | $280,126 | |
| 3 | XPO |
XPO, Inc.
|
882 | $171,593 | |
| 4 | SAIA |
Saia Inc
|
143 | $50,233 | |
| 5 | TFII |
TFI International Inc.
|
319 | $34,652 | |
| 6 | RXO |
RXO, Inc.
|
1,256 | $18,362 | |
| 7 | WERN |
Werner Enterprises Inc
|
550 | $16,175 | |
| 8 | SNDR |
Schneider National, Inc.
|
590 | $15,552 |
All Filings in ULH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $317 | 15 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $75 | 5 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $23 | 1 | Shares | Sole | 2025-12-02 | |
| No filing history on record for this holder in this stock. | ||||||