High Point Wealth Management
UHAL icon

High Point Wealth Management’s U-Haul Holding Co UHAL Stock Holding History

High Point 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
Q3 		$25.9K Hold
430
– – 0.02% 185
2026
Q2 		$28.1K Hold
430
– – 0.02% 173
2026
Q1 		$20.5K Hold
430
– – 0.02% 187
2025
Q4 		$21.7K Buy
+430
New +$22.9K 0.02% 191

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
McDonald Partners
McDonald Partners Cleveland, Ohio $423M AUM 27.93% 1-Year Est. Return

High Point Wealth Management's UHAL Position: Q3 2026 in Review

High Point Wealth Management held its U-Haul Holding Co (UHAL) position steady in Q3 2026 at 430 shares worth $25.9K. The position accounts for 0.02% of the portfolio, ranked #185.

High Point Wealth Management first reported a position in UHAL in Q4 2025 and has held it in 4 quarters since. The position peaked at $28.1K in Q2 2026. 100 funds tracked by Wall St. Rank hold UHAL as of Q3 2026.

  • High Point Wealth Management held 430 shares of U-Haul Holding Co worth $25.9K as of Q3 2026.
  • High Point Wealth Management left its U-Haul Holding Co share count unchanged in Q3 2026.
  • U-Haul Holding Co made up 0.02% of High Point Wealth Management's portfolio in Q3 2026, its #185 holding.
  • High Point Wealth Management first reported a position in U-Haul Holding Co in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's U-Haul Holding Co position peaked at $28.1K in Q2 2026.
  • 100 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.