Creative Planning’s U-Haul Holding Co UHAL Stock Holding History

Creative Planning’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	$978K	Sell	20,474 -755	-4%	-$38.7K	﹤0.01%	2484
2025 Q4	$1.07M	Buy	21,229 +7,672	+57%	+$408K	﹤0.01%	2222
2025 Q3	$774K	Buy	13,557 +4,467	+49%	+$263K	﹤0.01%	2358
2025 Q2	$550K	Buy	+9,090	New	+$569K	﹤0.01%	2383
2022 Q4	–	Sell	-7,570	Closed	-$386K	–	2613
2022 Q3	$386K	Buy	7,570 +1,920	+34%	+$101K	﹤0.01%	1491
2022 Q2	$270K	Buy	5,650 +330	+6%	+$17.1K	﹤0.01%	1690
2022 Q1	$318K	Hold	5,320	–	–	﹤0.01%	1601
2021 Q4	$386K	Sell	5,320 -3,600	-40%	-$259K	﹤0.01%	1465
2021 Q3	$576K	Hold	8,920	–	–	﹤0.01%	1217
2021 Q2	$526K	Hold	8,920	–	–	﹤0.01%	1251
2021 Q1	$546K	Hold	8,920	–	–	﹤0.01%	1376
2020 Q4	$405K	Sell	8,920 -1,500	-14%	-$59.8K	﹤0.01%	1438
2020 Q3	$371K	Hold	10,420	–	–	﹤0.01%	1284
2020 Q2	$315K	Sell	10,420 -10	-0.1%	-$293	﹤0.01%	1269
2020 Q1	$303K	Sell	10,430 -760	-7%	-$25.7K	﹤0.01%	1179
2019 Q4	$421K	Sell	11,190 -840	-7%	-$31.9K	﹤0.01%	1208
2019 Q3	$469K	Sell	12,030 -780	-6%	-$28.8K	﹤0.01%	1104
2019 Q2	$485K	Buy	12,810 +10	+0.1%	+$381	﹤0.01%	1096
2019 Q1	$475K	Hold	12,800	–	–	﹤0.01%	1053
2018 Q4	$420K	Buy	12,800 +270	+2%	+$9.12K	﹤0.01%	1050
2018 Q3	$447K	Sell	12,530 -240	-2%	-$8.86K	﹤0.01%	1143
2018 Q2	$455K	Hold	12,770	–	–	﹤0.01%	1120
2018 Q1	$441K	Hold	12,770	–	–	﹤0.01%	1143
2017 Q4	$483K	Sell	12,770 -360	-3%	-$13.5K	﹤0.01%	1096
2017 Q3	$492K	Buy	13,130 +110	+0.8%	+$4.11K	﹤0.01%	1068
2017 Q2	$477K	Hold	13,020	–	–	﹤0.01%	1037
2017 Q1	$496K	Sell	13,020 -550	-4%	-$20.7K	﹤0.01%	999
2016 Q4	$501K	Sell	13,570 -1,870	-12%	-$64.1K	﹤0.01%	921
2016 Q3	$501K	Sell	15,440 -12,910	-46%	-$461K	﹤0.01%	890
2016 Q2	$1.06M	Buy	28,350 +60	+0.2%	+$2.17K	0.01%	507
2016 Q1	$1.01M	Buy	28,290 +1,590	+6%	+$55.3K	0.01%	506
2015 Q4	$1.04M	Sell	26,700 -4,500	-14%	-$182K	0.01%	493
2015 Q3	$1.23M	Buy	+31,200	New	+$1.13M	0.01%	424
2015 Q2	–	Sell	-25,200	Closed	-$833K	–	2910
2015 Q1	$833K	Buy	25,200 +24,710	+5,043%	+$764K	0.01%	527
2014 Q4	$14K	Sell	490 -300	-38%	-$8.13K	﹤0.01%	2926
2014 Q3	$21K	Buy	790 +300	+61%	+$8.29K	﹤0.01%	2523
2014 Q2	$14K	Sell	490 -15,000	-97%	-$396K	﹤0.01%	2709
2014 Q1	$360K	Buy	15,490 +15,000	+3,061%	+$347K	0.01%	754
2013 Q4	$12K	Hold	490	–	–	﹤0.01%	2486
2013 Q3	$9K	Hold	490	–	–	﹤0.01%	2510
2013 Q2	$8K	Buy	+490	New	+$8.14K	﹤0.01%	2371

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Creative Planning's UHAL Position: Q1 2026 in Review

Creative Planning reduced its U-Haul Holding Co (UHAL) stake by 3.6% in Q1 2026, selling an estimated $38.7K and leaving 20,474 shares worth $978K. The position accounts for ﹤0.01% of the portfolio, ranked #2484.

Creative Planning first reported a position in UHAL in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.23M in Q3 2015. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

Creative Planning held 20,474 shares of U-Haul Holding Co worth $978K as of Q1 2026.
Creative Planning sold 755 U-Haul Holding Co shares in Q1 2026, an estimated $38.7K.
U-Haul Holding Co made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2484 holding.
Creative Planning first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 41 quarters since.
Creative Planning's U-Haul Holding Co position peaked at $1.23M in Q3 2015.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.