Focus Partners Wealth
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Focus Partners Wealth’s U-Haul Holding Co UHAL Stock Holding History

Focus Partners Wealth’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 		$310K Buy
6,482
+1,561
+32% +$80K ﹤0.01% 2181
2025
Q4 		$248K Buy
+4,921
New +$262K ﹤0.01% 2332

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

Focus Partners Wealth's UHAL Position: Q1 2026 in Review

Focus Partners Wealth increased its U-Haul Holding Co (UHAL) stake by 32% in Q1 2026, buying an estimated $80K and bringing the position to 6,482 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #2181.

Focus Partners Wealth first reported a position in UHAL in Q4 2025 and has held it in 2 quarters since. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Focus Partners Wealth held 6,482 shares of U-Haul Holding Co worth $310K as of Q1 2026.
  • Focus Partners Wealth bought 1,561 U-Haul Holding Co shares in Q1 2026, an estimated $80K.
  • U-Haul Holding Co made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2181 holding.
  • Focus Partners Wealth first reported a position in U-Haul Holding Co in Q4 2025 and has held it in 2 quarters since.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.