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CX Institutional’s U-Haul Holding Co UHAL Stock Holding History

CX Institutional’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
Q3 		$15K Sell
257
-606
-70% -$41.5K ﹤0.01% 1285
2026
Q2 		$56K Buy
+863
New +$47.3K ﹤0.01% 960

Other funds holding UHAL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional's UHAL Position: Q3 2026 in Review

CX Institutional reduced its U-Haul Holding Co (UHAL) stake by 70% in Q3 2026, selling an estimated $41.5K and leaving 257 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

CX Institutional first reported a position in UHAL in Q2 2026 and has held it in 2 quarters since. The position peaked at $56K in Q2 2026. 12 funds tracked by Wall St. Rank hold UHAL as of Q3 2026.

  • CX Institutional held 257 shares of U-Haul Holding Co worth $15K as of Q3 2026.
  • CX Institutional sold 606 U-Haul Holding Co shares in Q3 2026, an estimated $41.5K.
  • U-Haul Holding Co made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1285 holding.
  • CX Institutional first reported a position in U-Haul Holding Co in Q2 2026 and has held it in 2 quarters since.
  • CX Institutional's U-Haul Holding Co position peaked at $56K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.