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

Allworth 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
Q1 		$46.5K Buy
973
+41
+4% +$2.1K ﹤0.01% 2375
2025
Q4 		$47K Sell
932
-56
-6% -$2.98K ﹤0.01% 2240
2025
Q3 		$56.4K Buy
988
+110
+13% +$6.48K ﹤0.01% 2028
2025
Q2 		$53.2K Sell
878
-41
-4% -$2.56K ﹤0.01% 1909
2025
Q1 		$56.4K Buy
919
+26
+3% +$1.8K ﹤0.01% 1501
2024
Q4 		$64.7K Buy
893
+792
+784% +$57.4K ﹤0.01% 1449
2024
Q3 		$7.83K Hold
101
– – ﹤0.01% 2375
2024
Q2 		$6.58K Buy
101
+2
+2% +$130 ﹤0.01% 2392
2024
Q1 		$6.69K Hold
99
– – ﹤0.01% 2284
2023
Q4 		$7.11K Buy
99
+57
+136% +$3.23K ﹤0.01% 2119
2023
Q3 		$2.29K Buy
42
+4
+11% +$232 ﹤0.01% 2476
2023
Q2 		$2.1K Sell
38
-2
-5% -$117 ﹤0.01% 2464
2023
Q1 		$2.39K Buy
40
+1
+3% +$63 ﹤0.01% 2336
2022
Q4 		$2.35K Sell
39
-341
-90% -$19.6K ﹤0.01% 2183
2022
Q3 		$19K Buy
380
+100
+36% +$5.24K ﹤0.01% 1323
2022
Q2 		$13K Buy
+280
New +$14.5K ﹤0.01% 1467

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

Allworth Financial's UHAL Position: Q1 2026 in Review

Allworth Financial increased its U-Haul Holding Co (UHAL) stake by 4.4% in Q1 2026, buying an estimated $2.1K and bringing the position to 973 shares worth $46.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2375.

Allworth Financial first reported a position in UHAL in Q2 2022 and has held it in 16 quarters since. The position peaked at $64.7K in Q4 2024. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Allworth Financial held 973 shares of U-Haul Holding Co worth $46.5K as of Q1 2026.
  • Allworth Financial bought 41 U-Haul Holding Co shares in Q1 2026, an estimated $2.1K.
  • U-Haul Holding Co made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2375 holding.
  • Allworth Financial first reported a position in U-Haul Holding Co in Q2 2022 and has held it in 16 quarters since.
  • Allworth Financial's U-Haul Holding Co position peaked at $64.7K in Q4 2024.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.