Diversified Management’s U-Haul Holding Co Series N UHAL.B Stock Holding History

Diversified Management’s Portfolio UHAL.B Stock Details UHAL.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$235K	Buy	+4,441	New	+$267K	0.04%	225

Other funds holding UHAL.B

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

DIS

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Lakewood Asset Management Naperville, Illinois $194M AUM 16.07% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Diversified Management's UHAL.B Position: Q3 2026 in Review

Diversified Management opened a new position in U-Haul Holding Co Series N (UHAL.B) in Q3 2026: 4,441 shares worth $235K. The stake represents 0.04% of the portfolio and ranks #225 among its holdings.

82 funds tracked by Wall St. Rank hold UHAL.B as of Q3 2026.

Diversified Management held 4,441 shares of U-Haul Holding Co Series N worth $235K as of Q3 2026.
U-Haul Holding Co Series N was a new Diversified Management position in Q3 2026.
U-Haul Holding Co Series N made up 0.04% of Diversified Management's portfolio in Q3 2026, its #225 holding.
82 funds tracked by Wall St. Rank held U-Haul Holding Co Series N as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.