Chicago Partners Investment Group’s U-Haul Holding Co UHAL Stock Holding History

Chicago Partners Investment Group’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	$250K	Buy	+3,479	New	+$191K	0.01%	1330

Other funds holding UHAL

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Diversified Investment Strategies Baton Rouge, Louisiana $155M AUM 21.54% 1-Year Est. Return

Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Optas LLC Austin, Texas $714M AUM 38.25% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Chicago Partners Investment Group's UHAL Position: Q2 2026 in Review

Chicago Partners Investment Group opened a new position in U-Haul Holding Co (UHAL) in Q2 2026: 3,479 shares worth $250K. The stake represents 0.01% of the portfolio and ranks #1330 among its holdings.

55 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Chicago Partners Investment Group held 3,479 shares of U-Haul Holding Co worth $250K as of Q2 2026.
U-Haul Holding Co was a new Chicago Partners Investment Group position in Q2 2026.
U-Haul Holding Co made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1330 holding.
55 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.