Root Financial Partners
UHAL icon

Root Financial Partners’s U-Haul Holding Co UHAL Stock Holding History

Root Financial Partners’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
Q3 		$9.09K Buy
+151
New +$10.3K ﹤0.01% 1961
2026
Q2 		– Sell
-76
Closed -$3.63K – 3016
2026
Q1 		$3.63K Buy
76
+58
+322% +$2.97K ﹤0.01% 2071
2025
Q4 		$907 Sell
18
-21
-54% -$1.12K ﹤0.01% 2122
2025
Q3 		$2.23K Buy
+39
New +$2.3K ﹤0.01% 1939

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Scharf Investments
Scharf Investments Los Gatos, California $2.96B AUM 10.78% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's UHAL Position: Q3 2026 in Review

Root Financial Partners opened a new position in U-Haul Holding Co (UHAL) in Q3 2026: 151 shares worth $9.09K. The stake represents ﹤0.01% of the portfolio and ranks #1961 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UHAL as recently as Q1 2026.

Root Financial Partners first reported a position in UHAL in Q3 2025 and has held it in 4 quarters since. 176 funds tracked by Wall St. Rank hold UHAL as of Q3 2026.

  • Root Financial Partners held 151 shares of U-Haul Holding Co worth $9.09K as of Q3 2026.
  • U-Haul Holding Co was a new Root Financial Partners position in Q3 2026.
  • U-Haul Holding Co made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1961 holding.
  • Root Financial Partners first reported a position in U-Haul Holding Co in Q3 2025 and has held it in 4 quarters since.
  • 176 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.