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Elevation Wealth Partners’s U-Haul Holding Co UHAL Stock Holding History

Elevation Wealth Partners’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 		$19.3K Hold
295
– – 0.01% 603
2026
Q1 		$14.1K Sell
295
-9
-3% -$461 0.01% 448
2025
Q4 		$15.3K Buy
+304
New +$16.2K 0.01% 420

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Elevation Wealth Partners's UHAL Position: Q2 2026 in Review

Elevation Wealth Partners held its U-Haul Holding Co (UHAL) position steady in Q2 2026 at 295 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #603.

Elevation Wealth Partners first reported a position in UHAL in Q4 2025 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Elevation Wealth Partners held 295 shares of U-Haul Holding Co worth $19.3K as of Q2 2026.
  • Elevation Wealth Partners left its U-Haul Holding Co share count unchanged in Q2 2026.
  • U-Haul Holding Co made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #603 holding.
  • Elevation Wealth Partners first reported a position in U-Haul Holding Co in Q4 2025 and has held it in 3 quarters since.
  • 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.