Clearstead Advisors’s U-Haul Holding Co UHAL Stock Holding History

Clearstead 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	$786	Buy	+12	New	+$658	﹤0.01%	2779
2025 Q2	–	Sell	-19	Closed	-$1.24K	–	2882
2025 Q1	$1.24K	Buy	+19	New	+$1.32K	﹤0.01%	1966
2024 Q2	–	Sell	-500	Closed	-$34.2K	–	2072
2024 Q1	$34.2K	Hold	500	–	–	﹤0.01%	849
2023 Q4	$35.9K	Hold	500	–	–	﹤0.01%	821
2023 Q3	$27.3K	Hold	500	–	–	﹤0.01%	840
2023 Q2	$27.7K	Hold	500	–	–	﹤0.01%	844
2023 Q1	$29.8K	Hold	500	–	–	﹤0.01%	772
2022 Q4	$30.1K	Buy	+500	New	+$28.8K	﹤0.01%	725

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

Clearstead Advisors's UHAL Position: Q2 2026 in Review

Clearstead Advisors opened a new position in U-Haul Holding Co (UHAL) in Q2 2026: 12 shares worth $786. The stake represents ﹤0.01% of the portfolio and ranks #2779 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in UHAL as recently as Q1 2025.

Clearstead Advisors first reported a position in UHAL in Q4 2022 and has held it in 8 quarters since. The position peaked at $35.9K in Q4 2023. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Clearstead Advisors held 12 shares of U-Haul Holding Co worth $786 as of Q2 2026.
U-Haul Holding Co was a new Clearstead Advisors position in Q2 2026.
U-Haul Holding Co made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2779 holding.
Clearstead Advisors first reported a position in U-Haul Holding Co in Q4 2022 and has held it in 8 quarters since.
Clearstead Advisors's U-Haul Holding Co position peaked at $35.9K in Q4 2023.
227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.