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
2015 Q2	–	Sell	-5,000	Closed	-$5K	–	2911
2015 Q1	$5K	Buy	+5,000	New	+$155K	﹤0.01%	3559

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Creative Planning's UHAL Position: Q2 2026 in Review

Creative Planning increased its U-Haul Holding Co (UHAL) stake by 26% in Q2 2026, buying an estimated $287K and bringing the position to 25,707 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

Creative Planning first reported a position in UHAL in Q2 2013 and has held it in 42 quarters since. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Creative Planning held 25,707 shares of U-Haul Holding Co worth $1.68M as of Q2 2026.
Creative Planning bought 5,233 U-Haul Holding Co shares in Q2 2026, an estimated $287K.
U-Haul Holding Co made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2227 holding.
Creative Planning first reported a position in U-Haul Holding Co in Q2 2013 and has held it in 42 quarters since.
227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.