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Diversified Investment Strategies’s U-Haul Holding Co UHAL Stock Holding History

Diversified Investment Strategies’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 		$526K Hold
8,036
– – 0.34% 38
2026
Q1 		$384K Hold
8,036
– – 0.25% 42
2025
Q4 		$405K Sell
8,036
-18
-0.2% -$958 0.27% 42
2025
Q3 		$460K Hold
8,054
– – 0.3% 37
2025
Q2 		$488K Sell
8,054
-75
-0.9% -$4.69K 0.33% 37
2025
Q1 		$531K Sell
8,129
-385
-5% -$26.7K 0.36% 34
2024
Q4 		$588K Buy
8,514
+50
+0.6% +$3.63K 0.38% 30
2024
Q3 		$656K Sell
8,464
-95
-1% -$6.5K 0.43% 29
2024
Q2 		$528K Sell
8,559
-310
-3% -$20.2K 0.37% 33
2024
Q1 		$599K Sell
8,869
-85
-0.9% -$5.62K 0.4% 27
2023
Q4 		$643K Sell
8,954
-375
-4% -$21.3K 0.47% 27
2023
Q3 		$493K Hold
9,329
– – 0.37% 29
2023
Q2 		$516K Sell
9,329
-60
-0.6% -$3.52K 0.38% 31
2023
Q1 		$560K Sell
9,389
-72
-0.8% -$4.53K 0.4% 29
2022
Q4 		$569K Sell
9,461
-32,889
-78% -$1.89M 0.44% 27
2022
Q3 		$2.31M Sell
42,350
-1,510
-3% -$79.1K 1.9% 17
2022
Q2 		$2.1M Buy
43,860
+6,850
+19% +$354K 1.73% 17
2022
Q1 		$2.21M Buy
37,010
+19,040
+106% +$1.17M 1.51% 17
2021
Q4 		$1.3M Sell
17,970
-60
-0.3% -$4.32K 0.95% 22
2021
Q3 		$1.17M Buy
18,030
+5,650
+46% +$354K 0.86% 22
2021
Q2 		$730K Buy
12,380
+20
+0.2% +$1.17K 0.54% 23
2021
Q1 		$757K Sell
12,360
-250
-2% -$13.3K 0.59% 25
2020
Q4 		$590K Buy
12,610
+10
+0.1% +$398 0.46% 28
2020
Q3 		$449K Buy
12,600
+3,050
+32% +$104K 0.47% 26
2020
Q2 		$289K Buy
9,550
+2,400
+34% +$70.3K 0.31% 31
2020
Q1 		$208K Buy
7,150
+250
+4% +$8.44K 0.28% 31
2019
Q4 		$259K Hold
6,900
– – 0.26% 30
2019
Q3 		$269K Hold
6,900
– – 0.28% 28
2019
Q2 		$261K Hold
6,900
– – 0.25% 28
2019
Q1 		$256K Buy
+6,900
New +$251K 0.24% 29

Other funds holding UHAL

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
CLA
Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Diversified Investment Strategies's UHAL Position: Q2 2026 in Review

Diversified Investment Strategies held its U-Haul Holding Co (UHAL) position steady in Q2 2026 at 8,036 shares worth $526K. The position accounts for 0.34% of the portfolio, ranked #38.

Diversified Investment Strategies first reported a position in UHAL in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.31M in Q3 2022. 61 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Diversified Investment Strategies held 8,036 shares of U-Haul Holding Co worth $526K as of Q2 2026.
  • Diversified Investment Strategies left its U-Haul Holding Co share count unchanged in Q2 2026.
  • U-Haul Holding Co made up 0.34% of Diversified Investment Strategies's portfolio in Q2 2026, its #38 holding.
  • Diversified Investment Strategies first reported a position in U-Haul Holding Co in Q1 2019 and has held it in 30 quarters since.
  • Diversified Investment Strategies's U-Haul Holding Co position peaked at $2.31M in Q3 2022.
  • 61 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Diversified Investment Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.