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Bartlett & Co Wealth Management’s U-Haul Holding Co UHAL Stock Holding History

Bartlett & Co Wealth Management’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$196 Hold
3
– – ﹤0.01% 1266
2026
Q1 		$151 Buy
+3
New +$154 ﹤0.01% 1228

Other funds holding UHAL

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Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Bartlett & Co Wealth Management's UHAL Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its U-Haul Holding Co (UHAL) position steady in Q2 2026 at 3 shares worth $196. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Bartlett & Co Wealth Management first reported a position in UHAL in Q1 2026 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Bartlett & Co Wealth Management held 3 shares of U-Haul Holding Co worth $196 as of Q2 2026.
  • Bartlett & Co Wealth Management left its U-Haul Holding Co share count unchanged in Q2 2026.
  • U-Haul Holding Co made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1266 holding.
  • Bartlett & Co Wealth Management first reported a position in U-Haul Holding Co in Q1 2026 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.