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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
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
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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

Root Financial Partners's UHAL Position: Q2 2026 in Review

Root Financial Partners sold out of U-Haul Holding Co (UHAL) in Q2 2026, closing a stake of 76 shares — an estimated $3.63K sold.

Root Financial Partners first reported a position in UHAL in Q3 2025 and held it in 3 quarters. The position peaked at $3.63K in Q1 2026. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Root Financial Partners reported no remaining U-Haul Holding Co position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 76 U-Haul Holding Co shares in Q2 2026, an estimated $3.63K.
  • Root Financial Partners first reported a position in U-Haul Holding Co in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's U-Haul Holding Co position peaked at $3.63K in Q1 2026.
  • 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.