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Bellevue Asset Management’s U-Haul Holding Co UHAL Stock Holding History

Bellevue Asset 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 		$3.99K Buy
+61
New +$3.35K ﹤0.01% 374
2020
Q2 		– Sell
-20
Closed -$1K – 641
2020
Q1 		$1K Hold
20
– – ﹤0.01% 594
2019
Q4 		$1K Buy
+20
New +$759 ﹤0.01% 527

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
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

Bellevue Asset Management's UHAL Position: Q2 2026 in Review

Bellevue Asset Management opened a new position in U-Haul Holding Co (UHAL) in Q2 2026: 61 shares worth $3.99K. The stake represents ﹤0.01% of the portfolio and ranks #374 among its holdings. This is a return to the name: Bellevue Asset Management previously reported a position in UHAL as recently as Q1 2020.

Bellevue Asset Management first reported a position in UHAL in Q4 2019 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Bellevue Asset Management held 61 shares of U-Haul Holding Co worth $3.99K as of Q2 2026.
  • U-Haul Holding Co was a new Bellevue Asset Management position in Q2 2026.
  • U-Haul Holding Co made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #374 holding.
  • Bellevue Asset Management first reported a position in U-Haul Holding Co in Q4 2019 and has held it in 3 quarters since.
  • 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.