EWA
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EverSource Wealth Advisors’s U-Haul Holding Co UHAL Stock Holding History

EverSource Wealth Advisors’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 		$14.5K Sell
221
-167
-43% -$9.16K ﹤0.01% 2673
2026
Q1 		$18.5K Sell
388
-494
-56% -$25.3K ﹤0.01% 2546
2025
Q4 		$44.5K Buy
882
+251
+40% +$13.4K ﹤0.01% 1823
2025
Q3 		$36K Sell
631
-60
-9% -$3.54K ﹤0.01% 1942
2025
Q2 		$41.8K Sell
691
-154
-18% -$9.63K ﹤0.01% 1738
2025
Q1 		$55.2K Buy
845
+46
+6% +$3.19K ﹤0.01% 1194
2024
Q4 		$55.2K Sell
799
-542
-40% -$39.3K ﹤0.01% 1149
2024
Q3 		$104K Buy
1,341
+7
+0.5% +$479 0.01% 778
2024
Q2 		$89.1K Sell
1,334
-740
-36% -$48.2K 0.01% 841
2024
Q1 		$131K Sell
2,074
-13,235
-86% -$875K 0.01% 620
2023
Q4 		$1.1M Sell
15,309
-26,309
-63% -$1.49M 0.1% 155
2023
Q3 		$2.27M Sell
41,618
-2,708
-6% -$157K 0.24% 94
2023
Q2 		$2.45M Buy
44,326
+6,857
+18% +$402K 0.27% 90
2023
Q1 		$2.24M Buy
37,469
+36,651
+4,481% +$2.31M 0.28% 93
2022
Q4 		$49.2K Buy
+818
New +$47.1K 0.01% 771

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

EverSource Wealth Advisors's UHAL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its U-Haul Holding Co (UHAL) stake by 43% in Q2 2026, selling an estimated $9.16K and leaving 221 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2673.

EverSource Wealth Advisors first reported a position in UHAL in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.45M in Q2 2023. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • EverSource Wealth Advisors held 221 shares of U-Haul Holding Co worth $14.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 167 U-Haul Holding Co shares in Q2 2026, an estimated $9.16K.
  • U-Haul Holding Co made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2673 holding.
  • EverSource Wealth Advisors first reported a position in U-Haul Holding Co in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's U-Haul Holding Co position peaked at $2.45M in Q2 2023.
  • 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.