Elevation Wealth Partners’s U-Haul Holding Co Series N UHAL.B Stock Holding History

Elevation Wealth Partners’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	$19.4K	Buy	+368	New	+$22.2K	0.01%	692

Other funds holding UHAL.B

Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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

MAA

Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 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

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

Elevation Wealth Partners opened a new position in U-Haul Holding Co Series N (UHAL.B) in Q3 2026: 368 shares worth $19.4K. The stake represents 0.01% of the portfolio and ranks #692 among its holdings.

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

Elevation Wealth Partners held 368 shares of U-Haul Holding Co Series N worth $19.4K as of Q3 2026.
U-Haul Holding Co Series N was a new Elevation Wealth Partners position in Q3 2026.
U-Haul Holding Co Series N made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #692 holding.
105 funds tracked by Wall St. Rank held U-Haul Holding Co Series N as of Q3 2026.

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