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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
Q3 		$30.9K Buy
513
+218
+74% +$14.9K 0.01% 529
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Elevation Wealth Partners's UHAL Position: Q3 2026 in Review

Elevation Wealth Partners increased its U-Haul Holding Co (UHAL) stake by 74% in Q3 2026, buying an estimated $14.9K and bringing the position to 513 shares worth $30.9K. The position accounts for 0.01% of the portfolio, ranked #529.

Elevation Wealth Partners first reported a position in UHAL in Q4 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold UHAL as of Q3 2026.

  • Elevation Wealth Partners held 513 shares of U-Haul Holding Co worth $30.9K as of Q3 2026.
  • Elevation Wealth Partners bought 218 U-Haul Holding Co shares in Q3 2026, an estimated $14.9K.
  • U-Haul Holding Co made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #529 holding.
  • Elevation Wealth Partners first reported a position in U-Haul Holding Co in Q4 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.