Superior Planning, LLC’s U-Haul Holding Co UHAL Stock Holding History

Superior Planning, 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 Q3	$1.44K	Buy	+24	New	+$1.64K	﹤0.01%	1668

Other funds holding UHAL

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

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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Superior Planning, LLC's UHAL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in U-Haul Holding Co (UHAL) in Q3 2026: 24 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #1668 among its holdings.

148 funds tracked by Wall St. Rank hold UHAL as of Q3 2026.

Superior Planning, LLC held 24 shares of U-Haul Holding Co worth $1.44K as of Q3 2026.
U-Haul Holding Co was a new Superior Planning, LLC position in Q3 2026.
U-Haul Holding Co made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1668 holding.
148 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.