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

Financial Perspectives’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 		$6.22K Hold
95
– – ﹤0.01% 586
2026
Q1 		$4.54K Hold
95
– – ﹤0.01% 596
2025
Q4 		$4.79K Hold
95
– – ﹤0.01% 592
2025
Q3 		$5.42K Hold
95
– – ﹤0.01% 580
2025
Q2 		$5.75K Hold
95
– – ﹤0.01% 563
2025
Q1 		$6.21K Hold
95
– – ﹤0.01% 549
2024
Q4 		$6.56K Buy
+95
New +$6.89K ﹤0.01% 547

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 Perspectives's UHAL Position: Q2 2026 in Review

Financial Perspectives held its U-Haul Holding Co (UHAL) position steady in Q2 2026 at 95 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Financial Perspectives first reported a position in UHAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.56K in Q4 2024. 227 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Financial Perspectives held 95 shares of U-Haul Holding Co worth $6.22K as of Q2 2026.
  • Financial Perspectives left its U-Haul Holding Co share count unchanged in Q2 2026.
  • U-Haul Holding Co made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #586 holding.
  • Financial Perspectives first reported a position in U-Haul Holding Co in Q4 2024 and has held it in 7 quarters since.
  • Financial Perspectives's U-Haul Holding Co position peaked at $6.56K in Q4 2024.
  • 227 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.