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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
Q2 		$71.7K Buy
1,095
+122
+13% +$6.69K ﹤0.01% 2192
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 $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Allworth Financial's UHAL Position: Q2 2026 in Review

Allworth Financial increased its U-Haul Holding Co (UHAL) stake by 13% in Q2 2026, buying an estimated $6.69K and bringing the position to 1,095 shares worth $71.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2192.

Allworth Financial first reported a position in UHAL in Q2 2022 and has held it in 17 quarters since. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Allworth Financial held 1,095 shares of U-Haul Holding Co worth $71.7K as of Q2 2026.
  • Allworth Financial bought 122 U-Haul Holding Co shares in Q2 2026, an estimated $6.69K.
  • U-Haul Holding Co made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2192 holding.
  • Allworth Financial first reported a position in U-Haul Holding Co in Q2 2022 and has held it in 17 quarters since.
  • 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.