DiNuzzo Private Wealth’s U-Haul Holding Co UHAL Stock Holding History

DiNuzzo Private Wealth’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	$422	Hold	7	–	–	﹤0.01%	1151
2026 Q2	$459	Buy	7 +1	+17%	+$55	﹤0.01%	1118
2026 Q1	$287	Hold	6	–	–	﹤0.01%	1196
2025 Q4	$303	Hold	6	–	–	﹤0.01%	1197
2025 Q3	$346	Hold	6	–	–	﹤0.01%	1177
2025 Q2	$364	Hold	6	–	–	﹤0.01%	1149
2025 Q1	$393	Hold	6	–	–	﹤0.01%	1128
2024 Q4	$415	Hold	6	–	–	﹤0.01%	1136
2024 Q3	$465	Hold	6	–	–	﹤0.01%	1122
2024 Q2	$371	Buy	6 +1	+20%	+$65	﹤0.01%	1130
2024 Q1	$338	Hold	5	–	–	﹤0.01%	1100
2023 Q4	$359	Buy	+5	New	+$284	﹤0.01%	1084

Other funds holding UHAL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Highland Capital Management (Tennessee) Memphis, Tennessee $2.19B AUM 46.65% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

DIS

Diversified Investment Strategies Baton Rouge, Louisiana $154M AUM 22.39% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return

DiNuzzo Private Wealth's UHAL Position: Q3 2026 in Review

DiNuzzo Private Wealth held its U-Haul Holding Co (UHAL) position steady in Q3 2026 at 7 shares worth $422. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

DiNuzzo Private Wealth first reported a position in UHAL in Q4 2023 and has held it in 12 quarters since. The position peaked at $465 in Q3 2024. 55 funds tracked by Wall St. Rank hold UHAL as of Q3 2026.

DiNuzzo Private Wealth held 7 shares of U-Haul Holding Co worth $422 as of Q3 2026.
DiNuzzo Private Wealth left its U-Haul Holding Co share count unchanged in Q3 2026.
U-Haul Holding Co made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1151 holding.
DiNuzzo Private Wealth first reported a position in U-Haul Holding Co in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's U-Haul Holding Co position peaked at $465 in Q3 2024.
55 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.