Rothwell Investment Advisors, LLC’s U-Haul Holding Co Series N UHAL.B Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio UHAL.B Stock Details UHAL.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.02K	Buy	+114	New	+$6.86K	﹤0.01%	876

Other funds holding UHAL.B

Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Rothwell Investment Advisors, LLC's UHAL.B Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in U-Haul Holding Co Series N (UHAL.B) in Q3 2026: 114 shares worth $6.02K. The stake represents ﹤0.01% of the portfolio and ranks #876 among its holdings.

143 funds tracked by Wall St. Rank hold UHAL.B as of Q3 2026.

Rothwell Investment Advisors, LLC held 114 shares of U-Haul Holding Co Series N worth $6.02K as of Q3 2026.
U-Haul Holding Co Series N was a new Rothwell Investment Advisors, LLC position in Q3 2026.
U-Haul Holding Co Series N made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #876 holding.
143 funds tracked by Wall St. Rank held U-Haul Holding Co Series N as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.