James T. Borello RIA’s U-Haul Holding Co UHAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$181 Hold
3
– – ﹤0.01% 1135
2026
Q2
$196 Buy
+3
New +$165 ﹤0.01% 1131

Other funds holding UHAL

James T. Borello RIA's UHAL Position: Q3 2026 in Review

James T. Borello RIA held its U-Haul Holding Co (UHAL) position steady in Q3 2026 at 3 shares worth $181. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

James T. Borello RIA first reported a position in UHAL in Q2 2026 and has held it in 2 quarters since. The position peaked at $196 in Q2 2026. 33 funds tracked by Wall St. Rank hold UHAL as of Q3 2026.

  • James T. Borello RIA held 3 shares of U-Haul Holding Co worth $181 as of Q3 2026.
  • James T. Borello RIA left its U-Haul Holding Co share count unchanged in Q3 2026.
  • U-Haul Holding Co made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1135 holding.
  • James T. Borello RIA first reported a position in U-Haul Holding Co in Q2 2026 and has held it in 2 quarters since.
  • James T. Borello RIA's U-Haul Holding Co position peaked at $196 in Q2 2026.
  • 33 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.