GAMMA Investing
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GAMMA Investing’s U-Haul Holding Co UHAL Stock Holding History

GAMMA Investing’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 		$65.9K Buy
1,095
+376
+52% +$25.7K ﹤0.01% 2177
2026
Q2 		$47.1K Buy
719
+138
+24% +$7.57K ﹤0.01% 2341
2026
Q1 		$27.8K Buy
581
+342
+143% +$17.5K ﹤0.01% 2541
2025
Q4 		$12K Buy
239
+90
+60% +$4.79K ﹤0.01% 2888
2025
Q3 		$8.5K Buy
149
+31
+26% +$1.83K ﹤0.01% 2957
2025
Q2 		$7.15K Sell
118
-91
-44% -$5.69K ﹤0.01% 2973
2025
Q1 		$13.7K Buy
209
+33
+19% +$2.29K ﹤0.01% 2593
2024
Q4 		$12.2K Buy
176
+34
+24% +$2.46K ﹤0.01% 2510
2024
Q3 		$11K Buy
142
+78
+122% +$5.33K ﹤0.01% 2416
2024
Q2 		$3.95K Buy
64
+39
+156% +$2.54K ﹤0.01% 2658
2024
Q1 		$1.69K Buy
25
+6
+32% +$397 ﹤0.01% 2795
2023
Q4 		$1.26K Buy
+19
New +$1.08K ﹤0.01% 2728

Other funds holding UHAL

Wealth Enhancement Advisory Services
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
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CX Institutional
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
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing's UHAL Position: Q3 2026 in Review

GAMMA Investing increased its U-Haul Holding Co (UHAL) stake by 52% in Q3 2026, buying an estimated $25.7K and bringing the position to 1,095 shares worth $65.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

GAMMA Investing first reported a position in UHAL in Q4 2023 and has held it in 12 quarters since. 15 funds tracked by Wall St. Rank hold UHAL as of Q3 2026.

  • GAMMA Investing held 1,095 shares of U-Haul Holding Co worth $65.9K as of Q3 2026.
  • GAMMA Investing bought 376 U-Haul Holding Co shares in Q3 2026, an estimated $25.7K.
  • U-Haul Holding Co made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2177 holding.
  • GAMMA Investing first reported a position in U-Haul Holding Co in Q4 2023 and has held it in 12 quarters since.
  • 15 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.