Corient Private Wealth
UHAL icon

Corient Private Wealth’s U-Haul Holding Co UHAL Stock Holding History

Corient Private Wealth’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 		$1.03M Buy
15,718
+3,665
+30% +$201K ﹤0.01% 1799
2026
Q1 		$575K Buy
12,053
+8,025
+199% +$411K ﹤0.01% 1955
2025
Q4 		$203K Buy
+4,028
New +$214K ﹤0.01% 2420
2025
Q2 		– Sell
-9,988
Closed -$632K – 2537
2025
Q1 		$632K Buy
9,988
+257
+3% +$17.8K ﹤0.01% 1489
2024
Q4 		$649K Sell
9,731
-2,599
-21% -$188K ﹤0.01% 1491
2024
Q3 		$917K Buy
12,330
+4,153
+51% +$284K ﹤0.01% 1440
2024
Q2 		$500K Buy
+8,177
New +$532K ﹤0.01% 1640

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

Corient Private Wealth's UHAL Position: Q2 2026 in Review

Corient Private Wealth increased its U-Haul Holding Co (UHAL) stake by 30% in Q2 2026, buying an estimated $201K and bringing the position to 15,718 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Corient Private Wealth first reported a position in UHAL in Q2 2024 and has held it in 7 quarters since. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Corient Private Wealth held 15,718 shares of U-Haul Holding Co worth $1.03M as of Q2 2026.
  • Corient Private Wealth bought 3,665 U-Haul Holding Co shares in Q2 2026, an estimated $201K.
  • U-Haul Holding Co made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1799 holding.
  • Corient Private Wealth first reported a position in U-Haul Holding Co in Q2 2024 and has held it in 7 quarters since.
  • 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.