Carson Wealth (CWM LLC)
UHAL icon

Carson Wealth (CWM LLC)’s U-Haul Holding Co UHAL Stock Holding History

Carson Wealth (CWM LLC)’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 		$19.4K Buy
405
+122
+43% +$6.25K ﹤0.01% 4437
2025
Q4 		$14K Buy
283
+122
+76% +$6.49K ﹤0.01% 4392
2025
Q3 		$9K Sell
161
-209
-56% -$12.3K ﹤0.01% 4538
2025
Q2 		$22K Sell
370
-219
-37% -$13.7K ﹤0.01% 3858
2025
Q1 		$38K Buy
589
+211
+56% +$14.6K ﹤0.01% 3212
2024
Q4 		$26K Buy
378
+74
+24% +$5.37K ﹤0.01% 3267
2024
Q3 		$24K Sell
304
-34
-10% -$2.33K ﹤0.01% 3254
2024
Q2 		$21K Buy
338
+199
+143% +$13K ﹤0.01% 3095
2024
Q1 		$9K Buy
139
+7
+5% +$463 ﹤0.01% 3423
2023
Q4 		$9K Sell
132
-20
-13% -$1.13K ﹤0.01% 3258
2023
Q3 		$8K Hold
152
– – ﹤0.01% 3273
2023
Q2 		$8K Sell
152
-17
-10% -$997 ﹤0.01% 3239
2023
Q1 		$10K Buy
169
+34
+25% +$2.14K ﹤0.01% 2970
2022
Q4 		$8K Sell
135
-1,055
-89% -$60.7K ﹤0.01% 2964
2022
Q3 		$61K Sell
1,190
-60
-5% -$3.14K ﹤0.01% 1574
2022
Q2 		$60K Buy
1,250
+1,170
+1,463% +$60.5K ﹤0.01% 1547
2022
Q1 		$5K Buy
+80
New +$4.93K ﹤0.01% 2881
2019
Q1 		– Sell
-20
Closed -$1K – 3279
2018
Q4 		$1K Buy
+20
New +$676 ﹤0.01% 2002
2017
Q4 		– Sell
-20
Closed -$1K – 1585
2017
Q3 		$1K Buy
+20
New +$747 ﹤0.01% 1421

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

Carson Wealth (CWM LLC)'s UHAL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its U-Haul Holding Co (UHAL) stake by 43% in Q1 2026, buying an estimated $6.25K and bringing the position to 405 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4437.

Carson Wealth (CWM LLC) first reported a position in UHAL in Q3 2017 and has held it in 19 quarters since. The position peaked at $61K in Q3 2022. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 405 shares of U-Haul Holding Co worth $19.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 122 U-Haul Holding Co shares in Q1 2026, an estimated $6.25K.
  • U-Haul Holding Co made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4437 holding.
  • Carson Wealth (CWM LLC) first reported a position in U-Haul Holding Co in Q3 2017 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s U-Haul Holding Co position peaked at $61K in Q3 2022.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.