Integrated Wealth Concepts’s U-Haul Holding Co Series N UHAL.B Stock Holding History

Integrated Wealth Concepts’s Portfolio UHAL.B Stock Details UHAL.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.75K	Buy	+169	New	+$8.41K	﹤0.01%	4576

Other funds holding UHAL.B

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.66B AUM 41.77% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in U-Haul Holding Co Series N (UHAL.B) in Q2 2026: 169 shares worth $9.75K. The stake represents ﹤0.01% of the portfolio and ranks #4576 among its holdings.

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

Integrated Wealth Concepts held 169 shares of U-Haul Holding Co Series N worth $9.75K as of Q2 2026.
U-Haul Holding Co Series N was a new Integrated Wealth Concepts position in Q2 2026.
U-Haul Holding Co Series N made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4576 holding.
332 funds tracked by Wall St. Rank held U-Haul Holding Co Series N as of Q2 2026.

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