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

Clearstead Trust’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 		$393 Buy
+6
New +$329 ﹤0.01% 957
2025
Q3 		– Sell
-64
Closed -$3.88K – 1566
2025
Q2 		$3.88K Buy
64
+6
+10% +$375 ﹤0.01% 806
2025
Q1 		$3.79K Buy
+58
New +$4.02K ﹤0.01% 668

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Clearstead Trust's UHAL Position: Q2 2026 in Review

Clearstead Trust opened a new position in U-Haul Holding Co (UHAL) in Q2 2026: 6 shares worth $393. The stake represents ﹤0.01% of the portfolio and ranks #957 among its holdings. This is a return to the name: Clearstead Trust previously reported a position in UHAL as recently as Q2 2025.

Clearstead Trust first reported a position in UHAL in Q1 2025 and has held it in 3 quarters since. The position peaked at $3.88K in Q2 2025. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Clearstead Trust held 6 shares of U-Haul Holding Co worth $393 as of Q2 2026.
  • U-Haul Holding Co was a new Clearstead Trust position in Q2 2026.
  • U-Haul Holding Co made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #957 holding.
  • Clearstead Trust first reported a position in U-Haul Holding Co in Q1 2025 and has held it in 3 quarters since.
  • Clearstead Trust's U-Haul Holding Co position peaked at $3.88K in Q2 2025.
  • 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

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