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Institute for Wealth Management’s U-Haul Holding Co UHAL Stock Holding History

Institute for 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 		$89.5K Buy
+1,368
New +$75K 0.01% 707
2025
Q1 		– Sell
-3,008
Closed -$208K – 549
2024
Q4 		$208K Sell
3,008
-41
-1% -$2.97K 0.03% 478
2024
Q3 		$236K Buy
+3,049
New +$208K 0.03% 479
2024
Q1 		– Sell
-2,802
Closed -$201K – 526
2023
Q4 		$201K Buy
+2,802
New +$159K 0.03% 465
2022
Q4 		– Sell
-13,570
Closed -$691K – 472
2022
Q3 		$691K Buy
13,570
+70
+0.5% +$3.67K 0.16% 177
2022
Q2 		$646K Buy
13,500
+760
+6% +$39.3K 0.13% 201
2022
Q1 		$761K Buy
12,740
+150
+1% +$9.25K 0.12% 206
2021
Q4 		$914K Buy
12,590
+770
+7% +$55.4K 0.15% 172
2021
Q3 		$764K Buy
11,820
+2,860
+32% +$179K 0.13% 187
2021
Q2 		$528K Hold
8,960
– – 0.09% 264
2021
Q1 		$549K Sell
8,960
-40
-0.4% -$2.13K 0.1% 247
2020
Q4 		$409K Buy
9,000
+210
+2% +$8.37K 0.08% 295
2020
Q3 		$313K Buy
8,790
+360
+4% +$12.3K 0.07% 309
2020
Q2 		$255K Buy
8,430
+280
+3% +$8.21K 0.06% 349
2020
Q1 		$237K Buy
8,150
+1,960
+32% +$66.2K 0.07% 332
2019
Q4 		$233K Buy
+6,190
New +$235K 0.05% 397

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

Institute for Wealth Management's UHAL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in U-Haul Holding Co (UHAL) in Q2 2026: 1,368 shares worth $89.5K. The stake represents 0.01% of the portfolio and ranks #707 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in UHAL as recently as Q4 2024.

Institute for Wealth Management first reported a position in UHAL in Q4 2019 and has held it in 16 quarters since. The position peaked at $914K in Q4 2021. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Institute for Wealth Management held 1,368 shares of U-Haul Holding Co worth $89.5K as of Q2 2026.
  • U-Haul Holding Co was a new Institute for Wealth Management position in Q2 2026.
  • U-Haul Holding Co made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #707 holding.
  • Institute for Wealth Management first reported a position in U-Haul Holding Co in Q4 2019 and has held it in 16 quarters since.
  • Institute for Wealth Management's U-Haul Holding Co position peaked at $914K in Q4 2021.
  • 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.