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

Bay Harbor 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	Buy	2 +1	+100%	+$55	﹤0.01%	1211
2026 Q1	$47	Sell	1 -1	-50%	-$51	﹤0.01%	1259
2025 Q4	$100	Hold	2	–	–	﹤0.01%	1207
2025 Q3	$114	Buy	2 +1	+100%	+$59	﹤0.01%	1153
2025 Q2	$60	Hold	1	–	–	﹤0.01%	1178
2025 Q1	$65	Buy	+1	New	+$69	﹤0.01%	974

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

Bay Harbor Wealth Management's UHAL Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its U-Haul Holding Co (UHAL) stake by 100% in Q2 2026, buying an estimated $55 and bringing the position to 2 shares worth $131. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Bay Harbor Wealth Management first reported a position in UHAL in Q1 2025 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Bay Harbor Wealth Management held 2 shares of U-Haul Holding Co worth $131 as of Q2 2026.
Bay Harbor Wealth Management bought 1 U-Haul Holding Co share in Q2 2026, an estimated $55.
U-Haul Holding Co made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1211 holding.
Bay Harbor Wealth Management first reported a position in U-Haul Holding Co in Q1 2025 and has held it in 6 quarters since.
226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.