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
Q2 		$736K Buy
11,247
+4,765
+74% +$261K ﹤0.01% 1768
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 $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

Focus Partners Wealth's UHAL Position: Q2 2026 in Review

Focus Partners Wealth increased its U-Haul Holding Co (UHAL) stake by 74% in Q2 2026, buying an estimated $261K and bringing the position to 11,247 shares worth $736K. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

Focus Partners Wealth first reported a position in UHAL in Q4 2025 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Focus Partners Wealth held 11,247 shares of U-Haul Holding Co worth $736K as of Q2 2026.
  • Focus Partners Wealth bought 4,765 U-Haul Holding Co shares in Q2 2026, an estimated $261K.
  • U-Haul Holding Co made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1768 holding.
  • Focus Partners Wealth first reported a position in U-Haul Holding Co in Q4 2025 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.