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 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

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

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

DiNuzzo Private Wealth's UHAL Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its U-Haul Holding Co (UHAL) stake by 17% in Q2 2026, buying an estimated $55 and bringing the position to 7 shares worth $459. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

DiNuzzo Private Wealth first reported a position in UHAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $465 in Q3 2024. 21 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

DiNuzzo Private Wealth held 7 shares of U-Haul Holding Co worth $459 as of Q2 2026.
DiNuzzo Private Wealth bought 1 U-Haul Holding Co share in Q2 2026, an estimated $55.
U-Haul Holding Co made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1118 holding.
DiNuzzo Private Wealth first reported a position in U-Haul Holding Co in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's U-Haul Holding Co position peaked at $465 in Q3 2024.
21 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.