Fortitude Family Office’s U-Haul Holding Co UHAL Stock Holding History

Fortitude Family Office’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	$1.37K	Buy	21 +8	+62%	+$439	﹤0.01%	1631
2026 Q1	$621	Buy	+13	New	+$666	﹤0.01%	1646
2025 Q4	–	Sell	-8	Closed	-$457	–	2130
2025 Q3	$457	Hold	8	–	–	﹤0.01%	1840
2025 Q2	$484	Buy	+8	New	+$500	﹤0.01%	1830

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Fortitude Family Office's UHAL Position: Q2 2026 in Review

Fortitude Family Office increased its U-Haul Holding Co (UHAL) stake by 62% in Q2 2026, buying an estimated $439 and bringing the position to 21 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Fortitude Family Office first reported a position in UHAL in Q2 2025 and has held it in 4 quarters since. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Fortitude Family Office held 21 shares of U-Haul Holding Co worth $1.37K as of Q2 2026.
Fortitude Family Office bought 8 U-Haul Holding Co shares in Q2 2026, an estimated $439.
U-Haul Holding Co made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1631 holding.
Fortitude Family Office first reported a position in U-Haul Holding Co in Q2 2025 and has held it in 4 quarters since.
226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.