BOLTON SECURITIES CORPORATION’s U-Haul Holding Co UHAL Stock Holding History

BOLTON SECURITIES CORPORATION’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
2025 Q1	$327	Buy	+5	New	+$347	﹤0.01%	1827

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Scharf Investments Los Gatos, California $2.96B AUM 10.78% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's UHAL Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in U-Haul Holding Co (UHAL) in Q1 2025: 5 shares worth $327. The stake represents ﹤0.01% of the portfolio and ranks #1827 among its holdings.

213 funds tracked by Wall St. Rank hold UHAL as of Q1 2025.

BOLTON SECURITIES CORPORATION held 5 shares of U-Haul Holding Co worth $327 as of Q1 2025.
U-Haul Holding Co was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
U-Haul Holding Co made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #1827 holding.
213 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.