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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

HighTower Advisors's UHAL Position: Q1 2026 in Review

HighTower Advisors increased its U-Haul Holding Co (UHAL) stake by 18% in Q1 2026, buying an estimated $55K and bringing the position to 7,088 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #3053.

HighTower Advisors first reported a position in UHAL in Q2 2023 and has held it in 12 quarters since. The position peaked at $603K in Q3 2024. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

HighTower Advisors held 7,088 shares of U-Haul Holding Co worth $339K as of Q1 2026.
HighTower Advisors bought 1,074 U-Haul Holding Co shares in Q1 2026, an estimated $55K.
U-Haul Holding Co made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3053 holding.
HighTower Advisors first reported a position in U-Haul Holding Co in Q2 2023 and has held it in 12 quarters since.
HighTower Advisors's U-Haul Holding Co position peaked at $603K in Q3 2024.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.