Advisornet Financial’s U-Haul Holding Co UHAL Stock Holding History

Advisornet Financial’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	$1.64K	Hold	25	–	–	﹤0.01%	1949
2026 Q1	$1.2K	Sell	25 -16	-39%	-$820	﹤0.01%	1986
2025 Q4	$2.07K	Hold	41	–	–	﹤0.01%	1896
2025 Q3	$2.34K	Hold	41	–	–	﹤0.01%	1838
2025 Q2	$2.48K	Hold	41	–	–	﹤0.01%	1801
2025 Q1	$2.68K	Hold	41	–	–	﹤0.01%	1730
2024 Q4	$2.83K	Buy	+41	New	+$2.97K	﹤0.01%	1562
2024 Q1	–	Sell	-58	Closed	-$4.16K	–	2499
2023 Q4	$4.16K	Sell	58 -59	-50%	-$3.35K	﹤0.01%	1528
2023 Q3	$6.38K	Sell	117 -29	-20%	-$1.68K	﹤0.01%	1353
2023 Q2	$8.08K	Hold	146	–	–	﹤0.01%	1382
2023 Q1	$8.71K	Hold	146	–	–	﹤0.01%	1344
2022 Q4	$8.79K	Sell	146 -1,254	-90%	-$72.1K	﹤0.01%	1333
2022 Q3	$71K	Buy	1,400 +300	+27%	+$15.7K	0.01%	747
2022 Q2	$53K	Buy	1,100 +300	+38%	+$15.5K	0.01%	853
2022 Q1	$48K	Hold	800	–	–	﹤0.01%	984
2021 Q4	$58K	Hold	800	–	–	﹤0.01%	959
2021 Q3	$52K	Hold	800	–	–	﹤0.01%	997
2021 Q2	$47K	Hold	800	–	–	﹤0.01%	1013
2021 Q1	$49K	Hold	800	–	–	﹤0.01%	946
2020 Q4	$36K	Hold	800	–	–	﹤0.01%	969
2020 Q3	$28K	Hold	800	–	–	﹤0.01%	1002
2020 Q2	$24K	Buy	+800	New	+$23.4K	﹤0.01%	1065
2019 Q2	–	Sell	-1,440	Closed	-$53K	–	1792
2019 Q1	$53K	Hold	1,440	–	–	0.01%	721
2018 Q4	$47K	Hold	1,440	–	–	0.01%	704
2018 Q3	$51K	Hold	1,440	–	–	0.01%	712
2018 Q2	$51K	Hold	1,440	–	–	0.01%	697
2018 Q1	$50K	Hold	1,440	–	–	0.01%	698
2017 Q4	$54K	Buy	+1,440	New	+$53.9K	0.01%	633

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Advisornet Financial's UHAL Position: Q2 2026 in Review

Advisornet Financial held its U-Haul Holding Co (UHAL) position steady in Q2 2026 at 25 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Advisornet Financial first reported a position in UHAL in Q4 2017 and has held it in 28 quarters since. The position peaked at $71K in Q3 2022. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Advisornet Financial held 25 shares of U-Haul Holding Co worth $1.64K as of Q2 2026.
Advisornet Financial left its U-Haul Holding Co share count unchanged in Q2 2026.
U-Haul Holding Co made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1949 holding.
Advisornet Financial first reported a position in U-Haul Holding Co in Q4 2017 and has held it in 28 quarters since.
Advisornet Financial's U-Haul Holding Co position peaked at $71K in Q3 2022.
226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.