IFP Advisors’s U-Haul Holding Co UHAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $60 | Hold |
1
| – | – | ﹤0.01% | 5045 |
|
|
2026
Q2 | $65 | Sell |
1
-1
| -50% | -$55 | ﹤0.01% | 5000 |
|
|
2026
Q1 | $96 | Hold |
2
| – | – | ﹤0.01% | 4745 |
|
|
2025
Q4 | $101 | Sell |
2
-4
| -67% | -$213 | ﹤0.01% | 4589 |
|
|
2025
Q3 | $342 | Sell |
6
-9
| -60% | -$530 | ﹤0.01% | 4274 |
|
|
2025
Q2 | $909 | Buy |
15
+7
| +88% | +$438 | ﹤0.01% | 4253 |
|
|
2025
Q1 | $523 | Buy |
8
+5
| +167% | +$347 | ﹤0.01% | 3458 |
|
|
2024
Q4 | $207 | Buy |
3
+1
| +50% | +$73 | ﹤0.01% | 3724 |
|
|
2024
Q3 | $155 | Sell |
2
-25
| -93% | -$1.71K | ﹤0.01% | 3215 |
|
|
2024
Q2 | $1.67K | Buy |
27
+25
| +1,250% | +$1.63K | ﹤0.01% | 2853 |
|
|
2024
Q1 | $135 | Buy |
2
+1
| +100% | +$66 | ﹤0.01% | 3051 |
|
|
2023
Q4 | $72 | Buy |
+1
| New | +$57 | ﹤0.01% | 2985 |
|
|
2023
Q2 | – | Sell |
-25
| Closed | -$8.55K | – | 3573 |
|
|
2023
Q1 | $8.55K | Buy |
25
+4
| +19% | +$252 | ﹤0.01% | 2362 |
|
|
2022
Q4 | $10K | Sell |
21
-199
| -90% | -$11.4K | ﹤0.01% | 3409 |
|
|
2022
Q3 | $11K | Buy |
220
+10
| +5% | +$524 | ﹤0.01% | 3602 |
|
|
2022
Q2 | $10K | Hold |
210
| – | – | ﹤0.01% | 3426 |
|
|
2022
Q1 | $10K | Buy |
+210
| New | +$12.9K | ﹤0.01% | 3424 |
|
|
2020
Q2 | – | Sell |
-20
| Closed | -$586 | – | 2951 |
|
|
2020
Q1 | $1K | Buy |
+20
| New | +$675 | ﹤0.01% | 2626 |
|
|
2019
Q4 | – | Sell |
-30
| Closed | -$1.14K | – | 3122 |
|
|
2019
Q3 | $1K | Buy |
+30
| New | +$1.11K | ﹤0.01% | 2938 |
|
|
2019
Q1 | – | Sell |
-170
| Closed | -$6K | – | 3395 |
|
|
2018
Q4 | $6K | Buy |
170
+40
| +31% | +$1.35K | ﹤0.01% | 2779 |
|
|
2018
Q3 | $5K | Hold |
130
| – | – | ﹤0.01% | 3233 |
|
|
2018
Q2 | $5K | Buy |
130
+30
| +30% | +$1.04K | ﹤0.01% | 3288 |
|
|
2018
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 3296 |
|
|
2017
Q4 | $4K | Sell |
100
-330
| -77% | -$12.3K | ﹤0.01% | 3344 |
|
|
2017
Q3 | $16K | Buy |
430
+110
| +34% | +$4.11K | ﹤0.01% | 2763 |
|
|
2017
Q2 | $12K | Buy |
320
+20
| +7% | +$725 | ﹤0.01% | 2914 |
|
|
2017
Q1 | $11K | Hold |
300
| – | – | ﹤0.01% | 2868 |
|
|
2016
Q4 | $11K | Hold |
300
| – | – | ﹤0.01% | 2855 |
|
|
2016
Q3 | $10K | Sell |
300
-100
| -25% | -$3.57K | ﹤0.01% | 2851 |
|
|
2016
Q2 | $15K | Buy |
+400
| New | +$14.5K | ﹤0.01% | 2549 |
|
|
2016
Q1 | – | Sell |
-550
| Closed | -$21K | – | 3398 |
|
|
2015
Q4 | $21K | Buy |
+550
| New | +$22.2K | ﹤0.01% | 2141 |
|
Other funds holding UHAL
IFP Advisors's UHAL Position: Q3 2026 in Review
IFP Advisors held its U-Haul Holding Co (UHAL) position steady in Q3 2026 at 1 share worth $60. The position accounts for ﹤0.01% of the portfolio, ranked #5045.
IFP Advisors first reported a position in UHAL in Q4 2015 and has held it in 31 quarters since. The position peaked at $21K in Q4 2015. 107 funds tracked by Wall St. Rank hold UHAL as of Q3 2026.
- IFP Advisors held 1 share of U-Haul Holding Co worth $60 as of Q3 2026.
- IFP Advisors left its U-Haul Holding Co share count unchanged in Q3 2026.
- U-Haul Holding Co made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5045 holding.
- IFP Advisors first reported a position in U-Haul Holding Co in Q4 2015 and has held it in 31 quarters since.
- IFP Advisors's U-Haul Holding Co position peaked at $21K in Q4 2015.
- 107 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2026.
Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.