HighTower Advisors
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HighTower Advisors’s U-Haul Holding Co UHAL Stock Holding History

HighTower Advisors’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 		$320K Sell
4,890
-2,198
-31% -$121K ﹤0.01% 3160
2026
Q1 		$339K Buy
7,088
+1,074
+18% +$55K ﹤0.01% 3053
2025
Q4 		$303K Buy
6,014
+228
+4% +$12.1K ﹤0.01% 3037
2025
Q3 		$330K Sell
5,786
-1,185
-17% -$69.8K ﹤0.01% 2962
2025
Q2 		$422K Sell
6,971
-825
-11% -$51.6K ﹤0.01% 2668
2025
Q1 		$510K Buy
7,796
+363
+5% +$25.2K ﹤0.01% 2441
2024
Q4 		$514K Sell
7,433
-334
-4% -$24.2K ﹤0.01% 2458
2024
Q3 		$603K Sell
7,767
-594
-7% -$40.6K ﹤0.01% 2264
2024
Q2 		$516K Sell
8,361
-562
-6% -$36.6K ﹤0.01% 2296
2024
Q1 		$596K Buy
8,923
+563
+7% +$37.2K ﹤0.01% 2150
2023
Q4 		$603K Buy
8,360
+1,845
+28% +$105K ﹤0.01% 2186
2023
Q3 		$359K Buy
6,515
+895
+16% +$52K ﹤0.01% 2456
2023
Q2 		$309K Buy
+5,620
New +$330K ﹤0.01% 2542

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

HighTower Advisors's UHAL Position: Q2 2026 in Review

HighTower Advisors reduced its U-Haul Holding Co (UHAL) stake by 31% in Q2 2026, selling an estimated $121K and leaving 4,890 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #3160.

HighTower Advisors first reported a position in UHAL in Q2 2023 and has held it in 13 quarters since. The position peaked at $603K in Q3 2024. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • HighTower Advisors held 4,890 shares of U-Haul Holding Co worth $320K as of Q2 2026.
  • HighTower Advisors sold 2,198 U-Haul Holding Co shares in Q2 2026, an estimated $121K.
  • U-Haul Holding Co made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3160 holding.
  • HighTower Advisors first reported a position in U-Haul Holding Co in Q2 2023 and has held it in 13 quarters since.
  • HighTower Advisors's U-Haul Holding Co position peaked at $603K in Q3 2024.
  • 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.