Activest Wealth Management’s U-Haul Holding Co UHAL Stock Holding History

Activest Wealth Management’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	$361	Buy	6 +4	+200%	+$274	﹤0.01%	930
2026 Q2	$131	Hold	2	–	–	﹤0.01%	1215
2026 Q1	$96	Buy	+2	New	+$103	﹤0.01%	1152
2025 Q2	–	Sell	-48	Closed	-$3K	–	1191
2025 Q1	$3.14K	Buy	48 +47	+4,700%	+$3.26K	﹤0.01%	572
2024 Q4	$69	Buy	+1	New	+$73	﹤0.01%	724

Other funds holding UHAL

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

Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 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

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Activest Wealth Management's UHAL Position: Q3 2026 in Review

Activest Wealth Management increased its U-Haul Holding Co (UHAL) stake by 200% in Q3 2026, buying an estimated $274 and bringing the position to 6 shares worth $361. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Activest Wealth Management first reported a position in UHAL in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.14K in Q1 2025. 106 funds tracked by Wall St. Rank hold UHAL as of Q3 2026.

Activest Wealth Management held 6 shares of U-Haul Holding Co worth $361 as of Q3 2026.
Activest Wealth Management bought 4 U-Haul Holding Co shares in Q3 2026, an estimated $274.
U-Haul Holding Co made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #930 holding.
Activest Wealth Management first reported a position in U-Haul Holding Co in Q4 2024 and has held it in 5 quarters since.
Activest Wealth Management's U-Haul Holding Co position peaked at $3.14K in Q1 2025.
106 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.