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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
Q1 		$151 Buy
+3
New +$154 ﹤0.01% 1228

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Bartlett & Co Wealth Management's UHAL Position: Q1 2026 in Review

Bartlett & Co Wealth Management opened a new position in U-Haul Holding Co (UHAL) in Q1 2026: 3 shares worth $151. The stake represents ﹤0.01% of the portfolio and ranks #1228 among its holdings.

202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Bartlett & Co Wealth Management held 3 shares of U-Haul Holding Co worth $151 as of Q1 2026.
  • U-Haul Holding Co was a new Bartlett & Co Wealth Management position in Q1 2026.
  • U-Haul Holding Co made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1228 holding.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.