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 Q3	$48K	Buy	798 +777	+3,700%	+$53.2K	0.01%	462
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Fortitude Family Office's UHAL Position: Q3 2026 in Review

Fortitude Family Office increased its U-Haul Holding Co (UHAL) stake by 3,700% in Q3 2026, buying an estimated $53.2K and bringing the position to 798 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #462.

Fortitude Family Office first reported a position in UHAL in Q2 2025 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold UHAL as of Q3 2026.

Fortitude Family Office held 798 shares of U-Haul Holding Co worth $48K as of Q3 2026.
Fortitude Family Office bought 777 U-Haul Holding Co shares in Q3 2026, an estimated $53.2K.
U-Haul Holding Co made up 0.01% of Fortitude Family Office's portfolio in Q3 2026, its #462 holding.
Fortitude Family Office first reported a position in U-Haul Holding Co in Q2 2025 and has held it in 5 quarters since.
15 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.