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Financial Consulate’s U-Haul Holding Co UHAL Stock Holding History

Financial Consulate’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 		$16.9K Hold
258
– – ﹤0.01% 557
2026
Q1 		$12.3K Hold
258
– – ﹤0.01% 601
2025
Q4 		$13K Buy
258
+150
+139% +$7.98K ﹤0.01% 561
2025
Q3 		$6.16K Buy
+108
New +$6.37K ﹤0.01% 620

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

Financial Consulate's UHAL Position: Q2 2026 in Review

Financial Consulate held its U-Haul Holding Co (UHAL) position steady in Q2 2026 at 258 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Financial Consulate first reported a position in UHAL in Q3 2025 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Financial Consulate held 258 shares of U-Haul Holding Co worth $16.9K as of Q2 2026.
  • Financial Consulate left its U-Haul Holding Co share count unchanged in Q2 2026.
  • U-Haul Holding Co made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #557 holding.
  • Financial Consulate first reported a position in U-Haul Holding Co in Q3 2025 and has held it in 4 quarters since.
  • 227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.