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

CoreCap 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	$5.89K	Hold	90	–	–	﹤0.01%	2242
2026 Q1	$4.3K	Hold	90	–	–	﹤0.01%	2222
2025 Q4	$4.54K	Hold	90	–	–	﹤0.01%	2243
2025 Q3	$5.14K	Hold	90	–	–	﹤0.01%	2160
2025 Q2	$5.45K	Sell	90 -8	-8%	-$500	﹤0.01%	2088
2025 Q1	$6.41K	Hold	98	–	–	﹤0.01%	2008
2024 Q4	$6.77K	Buy	98 +8	+9%	+$580	﹤0.01%	1906
2024 Q3	$6.97K	Buy	+90	New	+$6.15K	﹤0.01%	1893
2024 Q2	–	Sell	-90	Closed	-$6.08K	–	2519
2024 Q1	$6.08K	Buy	+90	New	+$5.95K	﹤0.01%	1877
2022 Q4	$5.42K	Buy	+90	New	+$5.18K	﹤0.01%	1727

Other funds holding UHAL

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

CoreCap Advisors's UHAL Position: Q2 2026 in Review

CoreCap Advisors held its U-Haul Holding Co (UHAL) position steady in Q2 2026 at 90 shares worth $5.89K. The position accounts for ﹤0.01% of the portfolio, ranked #2242.

CoreCap Advisors first reported a position in UHAL in Q4 2022 and has held it in 10 quarters since. The position peaked at $6.97K in Q3 2024. 21 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

CoreCap Advisors held 90 shares of U-Haul Holding Co worth $5.89K as of Q2 2026.
CoreCap Advisors left its U-Haul Holding Co share count unchanged in Q2 2026.
U-Haul Holding Co made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2242 holding.
CoreCap Advisors first reported a position in U-Haul Holding Co in Q4 2022 and has held it in 10 quarters since.
CoreCap Advisors's U-Haul Holding Co position peaked at $6.97K in Q3 2024.
21 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.