Golden State Wealth Management’s U-Haul Holding Co UHAL Stock Holding History

Golden State Wealth Management’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	$1.14K	Hold	17	–	–	﹤0.01%	1470
2026 Q1	$832	Hold	17	–	–	﹤0.01%	1472
2025 Q4	$877	Hold	17	–	–	﹤0.01%	1532
2025 Q3	$993	Hold	17	–	–	﹤0.01%	1505
2025 Q2	$1.05K	Hold	17	–	–	﹤0.01%	1431
2025 Q1	$1.14K	Hold	17	–	–	﹤0.01%	1409
2024 Q4	$1.2K	Buy	+17	New	+$1.23K	﹤0.01%	1328
2020 Q2	–	Sell	-170	Closed	-$5K	–	894
2020 Q1	$5K	Buy	+170	New	+$5.74K	﹤0.01%	756
2019 Q4	–	Sell	-170	Closed	-$7K	–	876
2019 Q3	$7K	Hold	170	–	–	﹤0.01%	815
2019 Q2	$6K	Hold	170	–	–	﹤0.01%	851
2019 Q1	$6K	Buy	+170	New	+$6.18K	﹤0.01%	882

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

Golden State Wealth Management's UHAL Position: Q2 2026 in Review

Golden State Wealth Management held its U-Haul Holding Co (UHAL) position steady in Q2 2026 at 17 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Golden State Wealth Management first reported a position in UHAL in Q1 2019 and has held it in 11 quarters since. The position peaked at $7K in Q3 2019. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Golden State Wealth Management held 17 shares of U-Haul Holding Co worth $1.14K as of Q2 2026.
Golden State Wealth Management left its U-Haul Holding Co share count unchanged in Q2 2026.
U-Haul Holding Co made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1470 holding.
Golden State Wealth Management first reported a position in U-Haul Holding Co in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's U-Haul Holding Co position peaked at $7K in Q3 2019.
226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.