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Financial Consulate’s U-Haul Holding Co UHAL Stock Holding History

Financial Consulate’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 		$12.3K Hold
258
– – ﹤0.01% 601
2025
Q4 		$13K Buy
258
+150
+139% +$7.98K ﹤0.01% 561
2025
Q3 		$6.16K Buy
+108
New +$6.37K ﹤0.01% 620

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

Financial Consulate's UHAL Position: Q1 2026 in Review

Financial Consulate held its U-Haul Holding Co (UHAL) position steady in Q1 2026 at 258 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

Financial Consulate first reported a position in UHAL in Q3 2025 and has held it in 3 quarters since. The position peaked at $13K in Q4 2025. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Financial Consulate held 258 shares of U-Haul Holding Co worth $12.3K as of Q1 2026.
  • Financial Consulate left its U-Haul Holding Co share count unchanged in Q1 2026.
  • U-Haul Holding Co made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #601 holding.
  • Financial Consulate first reported a position in U-Haul Holding Co in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's U-Haul Holding Co position peaked at $13K in Q4 2025.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.