CPG
UHAL icon

Cornerstone Planning Group’s U-Haul Holding Co UHAL Stock Holding History

Cornerstone Planning 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
Q1 		– Sell
-9
Closed -$506 – 1914
2025
Q4 		$506 Sell
9
-285
-97% -$15.2K ﹤0.01% 1510
2025
Q3 		$7.13K Buy
+294
New +$17.3K ﹤0.01% 855

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Cornerstone Planning Group's UHAL Position: Q1 2026 in Review

Cornerstone Planning Group sold out of U-Haul Holding Co (UHAL) in Q1 2026, closing a stake of 9 shares — an estimated $506 sold.

Cornerstone Planning Group first reported a position in UHAL in Q3 2025 and held it in 2 quarters. The position peaked at $7.13K in Q3 2025. 203 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • Cornerstone Planning Group reported no remaining U-Haul Holding Co position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 9 U-Haul Holding Co shares in Q1 2026, an estimated $506.
  • Cornerstone Planning Group first reported a position in U-Haul Holding Co in Q3 2025 and held it in 2 quarters.
  • Cornerstone Planning Group's U-Haul Holding Co position peaked at $7.13K in Q3 2025.
  • 203 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.