Westfuller Advisors’s U-Haul Holding Co UHAL Stock Holding History

Westfuller Advisors’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	$458	Hold	7	–	–	﹤0.01%	732
2026 Q1	$334	Hold	7	–	–	﹤0.01%	722
2025 Q4	$353	Hold	7	–	–	﹤0.01%	739
2025 Q3	$399	Buy	+7	New	+$413	﹤0.01%	738

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Westfuller Advisors's UHAL Position: Q2 2026 in Review

Westfuller Advisors held its U-Haul Holding Co (UHAL) position steady in Q2 2026 at 7 shares worth $458. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Westfuller Advisors first reported a position in UHAL in Q3 2025 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Westfuller Advisors held 7 shares of U-Haul Holding Co worth $458 as of Q2 2026.
Westfuller Advisors left its U-Haul Holding Co share count unchanged in Q2 2026.
U-Haul Holding Co made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #732 holding.
Westfuller Advisors first reported a position in U-Haul Holding Co in Q3 2025 and has held it in 4 quarters since.
227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.