AWM
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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
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

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Activest Wealth Management's UHAL Position: Q2 2026 in Review

Activest Wealth Management held its U-Haul Holding Co (UHAL) position steady in Q2 2026 at 2 shares worth $131. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Activest Wealth Management first reported a position in UHAL in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.14K in Q1 2025. 21 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Activest Wealth Management held 2 shares of U-Haul Holding Co worth $131 as of Q2 2026.
  • Activest Wealth Management left its U-Haul Holding Co share count unchanged in Q2 2026.
  • U-Haul Holding Co made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1215 holding.
  • Activest Wealth Management first reported a position in U-Haul Holding Co in Q4 2024 and has held it in 4 quarters since.
  • Activest Wealth Management's U-Haul Holding Co position peaked at $3.14K in Q1 2025.
  • 21 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.