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Cedar Mountain Advisors’s U-Haul Holding Co UHAL Stock Holding History

Cedar Mountain Advisors’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 		$6.81K Hold
104
– – ﹤0.01% 603
2026
Q1 		$4.97K Hold
104
– – ﹤0.01% 657
2025
Q4 		$5.24K Hold
104
– – ﹤0.01% 311
2025
Q3 		$5.93K Buy
+104
New +$6.13K ﹤0.01% 317

Other funds holding UHAL

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Cedar Mountain Advisors's UHAL Position: Q2 2026 in Review

Cedar Mountain Advisors held its U-Haul Holding Co (UHAL) position steady in Q2 2026 at 104 shares worth $6.81K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Cedar Mountain Advisors first reported a position in UHAL in Q3 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Cedar Mountain Advisors held 104 shares of U-Haul Holding Co worth $6.81K as of Q2 2026.
  • Cedar Mountain Advisors left its U-Haul Holding Co share count unchanged in Q2 2026.
  • U-Haul Holding Co made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #603 holding.
  • Cedar Mountain Advisors first reported a position in U-Haul Holding Co in Q3 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.