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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
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

Other funds holding UHAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AC
AXQ Capital Jersey City, New Jersey $920M AUM 18.71% 1-Year Est. Return

High Point Wealth Management's UHAL Position: Q2 2026 in Review

High Point Wealth Management held its U-Haul Holding Co (UHAL) position steady in Q2 2026 at 430 shares worth $28.1K. The position accounts for 0.02% of the portfolio, ranked #173.

High Point Wealth Management first reported a position in UHAL in Q4 2025 and has held it in 3 quarters since. 91 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • High Point Wealth Management held 430 shares of U-Haul Holding Co worth $28.1K as of Q2 2026.
  • High Point Wealth Management left its U-Haul Holding Co share count unchanged in Q2 2026.
  • U-Haul Holding Co made up 0.02% of High Point Wealth Management's portfolio in Q2 2026, its #173 holding.
  • High Point Wealth Management first reported a position in U-Haul Holding Co in Q4 2025 and has held it in 3 quarters since.
  • 91 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.