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Rothschild Investment LLC’s U-Haul Holding Co UHAL Stock Holding History

Rothschild Investment LLC’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 		$18.8K Buy
288
+58
+25% +$3.18K ﹤0.01% 1573
2026
Q1 		$11K Buy
230
+16
+7% +$820 ﹤0.01% 1648
2025
Q4 		$10.8K Sell
214
-178
-45% -$9.47K ﹤0.01% 1536
2025
Q3 		$22.4K Buy
392
+2
+0.5% +$118 ﹤0.01% 1204
2025
Q2 		$23.6K Sell
390
-3
-0.8% -$188 ﹤0.01% 981
2025
Q1 		$25.7K Buy
393
+3
+0.8% +$208 ﹤0.01% 932
2024
Q4 		$26.9K Hold
390
– – ﹤0.01% 927
2024
Q3 		$30.2K Hold
390
– – ﹤0.01% 906
2024
Q2 		$24.1K Hold
390
– – ﹤0.01% 929
2024
Q1 		$26.3K Hold
390
– – ﹤0.01% 864
2023
Q4 		$28K Buy
+390
New +$22.1K ﹤0.01% 784

Other funds holding UHAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AC
AXQ Capital Jersey City, New Jersey $920M AUM 18.71% 1-Year Est. Return

Rothschild Investment LLC's UHAL Position: Q2 2026 in Review

Rothschild Investment LLC increased its U-Haul Holding Co (UHAL) stake by 25% in Q2 2026, buying an estimated $3.18K and bringing the position to 288 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Rothschild Investment LLC first reported a position in UHAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.2K in Q3 2024. 91 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Rothschild Investment LLC held 288 shares of U-Haul Holding Co worth $18.8K as of Q2 2026.
  • Rothschild Investment LLC bought 58 U-Haul Holding Co shares in Q2 2026, an estimated $3.18K.
  • U-Haul Holding Co made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1573 holding.
  • Rothschild Investment LLC first reported a position in U-Haul Holding Co in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's U-Haul Holding Co position peaked at $30.2K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.