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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
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 $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

Root Financial Partners's UHAL Position: Q1 2026 in Review

Root Financial Partners increased its U-Haul Holding Co (UHAL) stake by 322% in Q1 2026, buying an estimated $2.97K and bringing the position to 76 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2071.

Root Financial Partners first reported a position in UHAL in Q3 2025 and has held it in 3 quarters since. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Root Financial Partners held 76 shares of U-Haul Holding Co worth $3.63K as of Q1 2026.
  • Root Financial Partners bought 58 U-Haul Holding Co shares in Q1 2026, an estimated $2.97K.
  • U-Haul Holding Co made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2071 holding.
  • Root Financial Partners first reported a position in U-Haul Holding Co in Q3 2025 and has held it in 3 quarters since.
  • 203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.