Bell Investment Advisors’s U-Haul Holding Co UHAL Stock Holding History

Bell Investment Advisors’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	$328	Hold	5	–	–	﹤0.01%	1787
2026 Q1	$239	Hold	5	–	–	﹤0.01%	1844
2025 Q4	$253	Sell	5 -18	-78%	-$958	﹤0.01%	1784
2025 Q3	$1.31K	Hold	23	–	–	﹤0.01%	1479
2025 Q2	$1.39K	Hold	23	–	–	﹤0.01%	1484
2025 Q1	$1.5K	Hold	23	–	–	﹤0.01%	1412
2024 Q4	$1.59K	Hold	23	–	–	﹤0.01%	1415
2024 Q3	$1.78K	Hold	23	–	–	﹤0.01%	1399
2024 Q2	$1.42K	Hold	23	–	–	﹤0.01%	1491
2024 Q1	$1.55K	Sell	23 -1	-4%	-$66	﹤0.01%	1449
2023 Q4	$1.72K	Sell	24 -10	-29%	-$567	﹤0.01%	1395
2023 Q3	$1.86K	Hold	34	–	–	﹤0.01%	1317
2023 Q2	$1.88K	Sell	34 -2	-6%	-$117	﹤0.01%	1331
2023 Q1	$2.15K	Buy	36 +9	+33%	+$566	﹤0.01%	1228
2022 Q4	$1.63K	Sell	27 -93	-78%	-$5.35K	﹤0.01%	1391
2022 Q3	$6K	Buy	120 +70	+140%	+$3.67K	﹤0.01%	625
2022 Q2	$2K	Buy	+50	New	+$2.58K	﹤0.01%	1250
2021 Q4	$5K	Hold	70	–	–	﹤0.01%	805
2021 Q3	$5K	Buy	+70	New	+$4.39K	﹤0.01%	744

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Bell Investment Advisors's UHAL Position: Q2 2026 in Review

Bell Investment Advisors held its U-Haul Holding Co (UHAL) position steady in Q2 2026 at 5 shares worth $328. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

Bell Investment Advisors first reported a position in UHAL in Q3 2021 and has held it in 19 quarters since. The position peaked at $6K in Q3 2022. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Bell Investment Advisors held 5 shares of U-Haul Holding Co worth $328 as of Q2 2026.
Bell Investment Advisors left its U-Haul Holding Co share count unchanged in Q2 2026.
U-Haul Holding Co made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1787 holding.
Bell Investment Advisors first reported a position in U-Haul Holding Co in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's U-Haul Holding Co position peaked at $6K in Q3 2022.
226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.