Integrated Wealth Concepts’s U-Haul Holding Co UHAL Stock Holding History

Integrated Wealth Concepts’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	$8.64K	Buy	+132	New	+$7.24K	﹤0.01%	4649

Other funds holding UHAL

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Integrated Wealth Concepts's UHAL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in U-Haul Holding Co (UHAL) in Q2 2026: 132 shares worth $8.64K. The stake represents ﹤0.01% of the portfolio and ranks #4649 among its holdings.

226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Integrated Wealth Concepts held 132 shares of U-Haul Holding Co worth $8.64K as of Q2 2026.
U-Haul Holding Co was a new Integrated Wealth Concepts position in Q2 2026.
U-Haul Holding Co made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4649 holding.
226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.