Creative Planning
UHAL icon

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

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.