Crewe Advisors’s U-Haul Holding Co UHAL Stock Holding History

Crewe Advisors’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	$1.64K	Hold	25	–	–	﹤0.01%	1009
2026 Q1	$1.2K	Hold	25	–	–	﹤0.01%	948
2025 Q4	$1.26K	Hold	25	–	–	﹤0.01%	954
2025 Q3	$1.43K	Buy	+25	New	+$1.47K	﹤0.01%	885
2024 Q2	–	Sell	-9	Closed	-$608	–	1043
2024 Q1	$608	Hold	9	–	–	﹤0.01%	901
2023 Q4	$647	Buy	+9	New	+$510	﹤0.01%	326

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

Crewe Advisors's UHAL Position: Q2 2026 in Review

Crewe Advisors held its U-Haul Holding Co (UHAL) position steady in Q2 2026 at 25 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Crewe Advisors first reported a position in UHAL in Q4 2023 and has held it in 6 quarters since. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Crewe Advisors held 25 shares of U-Haul Holding Co worth $1.64K as of Q2 2026.
Crewe Advisors left its U-Haul Holding Co share count unchanged in Q2 2026.
U-Haul Holding Co made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #1009 holding.
Crewe Advisors first reported a position in U-Haul Holding Co in Q4 2023 and has held it in 6 quarters since.
226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.