Global Retirement Partners’s U-Haul Holding Co UHAL Stock Holding History

Global Retirement Partners’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	$22.2K	Buy	+339	New	+$18.6K	﹤0.01%	2997
2025 Q4	$958	Buy	+19	New	+$1.01K	﹤0.01%	3895
2024 Q4	$207	Buy	+3	New	+$218	﹤0.01%	3503
2023 Q2	–	Sell	-9	Closed	-$548	–	3251
2023 Q1	$548	Buy	+9	New	+$566	﹤0.01%	2900
2019 Q2	–	Sell	-90	Closed	-$3K	–	1710
2019 Q1	$3K	Hold	90	–	–	﹤0.01%	1366
2018 Q4	$3K	Hold	90	–	–	﹤0.01%	1295
2018 Q3	$3K	Hold	90	–	–	﹤0.01%	1357
2018 Q2	$3K	Hold	90	–	–	﹤0.01%	1337
2018 Q1	$3K	Hold	90	–	–	﹤0.01%	1288
2017 Q4	$3K	Hold	90	–	–	﹤0.01%	1254
2017 Q3	$3K	Sell	90 -100	-53%	-$3.74K	﹤0.01%	1104
2017 Q2	$7K	Hold	190	–	–	﹤0.01%	877
2017 Q1	$7K	Hold	190	–	–	﹤0.01%	844
2016 Q4	$7K	Buy	+190	New	+$6.52K	﹤0.01%	793

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

Global Retirement Partners's UHAL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in U-Haul Holding Co (UHAL) in Q2 2026: 339 shares worth $22.2K. The stake represents ﹤0.01% of the portfolio and ranks #2997 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UHAL as recently as Q4 2025.

Global Retirement Partners first reported a position in UHAL in Q4 2016 and has held it in 14 quarters since. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Global Retirement Partners held 339 shares of U-Haul Holding Co worth $22.2K as of Q2 2026.
U-Haul Holding Co was a new Global Retirement Partners position in Q2 2026.
U-Haul Holding Co made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2997 holding.
Global Retirement Partners first reported a position in U-Haul Holding Co in Q4 2016 and has held it in 14 quarters since.
226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.