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

AE 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
Q1 		– Sell
-5,289
Closed -$267K – 2708
2025
Q4 		$267K Buy
5,289
+5,253
+14,592% +$279K ﹤0.01% 1376
2025
Q3 		$2.05K Buy
+36
New +$2.12K ﹤0.01% 2169
2024
Q1 		– Sell
-8,951
Closed -$600K – 1934
2023
Q4 		$600K Buy
8,951
+143
+2% +$8.11K ﹤0.01% 1343
2023
Q3 		$481K Buy
8,808
+1,585
+22% +$92.1K ﹤0.01% 1406
2023
Q2 		$400K Buy
7,223
+2,806
+64% +$165K ﹤0.01% 1496
2023
Q1 		$263K Buy
+4,417
New +$278K ﹤0.01% 1614

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

AE Wealth Management's UHAL Position: Q1 2026 in Review

AE Wealth Management sold out of U-Haul Holding Co (UHAL) in Q1 2026, closing a stake of 5,289 shares — an estimated $267K sold.

AE Wealth Management first reported a position in UHAL in Q1 2023 and held it in 6 quarters. The position peaked at $600K in Q4 2023. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • AE Wealth Management reported no remaining U-Haul Holding Co position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 5,289 U-Haul Holding Co shares in Q1 2026, an estimated $267K.
  • AE Wealth Management first reported a position in U-Haul Holding Co in Q1 2023 and held it in 6 quarters.
  • AE Wealth Management's U-Haul Holding Co position peaked at $600K in Q4 2023.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.