Westfuller Advisors
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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
Q3 		$421 Hold
7
– – ﹤0.01% 728
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
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Scharf Investments
Scharf Investments Los Gatos, California $2.96B AUM 10.78% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Westfuller Advisors's UHAL Position: Q3 2026 in Review

Westfuller Advisors held its U-Haul Holding Co (UHAL) position steady in Q3 2026 at 7 shares worth $421. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Westfuller Advisors first reported a position in UHAL in Q3 2025 and has held it in 5 quarters since. The position peaked at $458 in Q2 2026. 151 funds tracked by Wall St. Rank hold UHAL as of Q3 2026.

  • Westfuller Advisors held 7 shares of U-Haul Holding Co worth $421 as of Q3 2026.
  • Westfuller Advisors left its U-Haul Holding Co share count unchanged in Q3 2026.
  • U-Haul Holding Co made up ﹤0.01% of Westfuller Advisors's portfolio in Q3 2026, its #728 holding.
  • Westfuller Advisors first reported a position in U-Haul Holding Co in Q3 2025 and has held it in 5 quarters since.
  • Westfuller Advisors's U-Haul Holding Co position peaked at $458 in Q2 2026.
  • 151 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2026.

Based on Westfuller Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.