JFS Wealth Advisors’s U-Haul Holding Co UHAL Stock Holding History

JFS Wealth 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 Q2	$1.44K	Buy	22 +9	+69%	+$494	﹤0.01%	1707
2026 Q1	$622	Sell	13 -13	-50%	-$666	﹤0.01%	1745
2025 Q4	$1.31K	Buy	26 +5	+24%	+$266	﹤0.01%	1660
2025 Q3	$1.2K	Hold	21	–	–	﹤0.01%	1581
2025 Q2	$1.27K	Hold	21	–	–	﹤0.01%	1514
2025 Q1	$1.37K	Hold	21	–	–	﹤0.01%	1586
2024 Q4	$1.45K	Hold	21	–	–	﹤0.01%	1591
2024 Q3	$1.63K	Buy	21 +1	+5%	+$68	﹤0.01%	1566
2024 Q2	$1.24K	Hold	20	–	–	﹤0.01%	1617
2024 Q1	$1.35K	Hold	20	–	–	﹤0.01%	1577
2023 Q4	$1.44K	Sell	20 -1	-5%	-$57	﹤0.01%	1548
2023 Q3	$1.15K	Buy	21 +1	+5%	+$58	﹤0.01%	1558
2023 Q2	$1.11K	Hold	20	–	–	﹤0.01%	1573
2023 Q1	$1.19K	Sell	20 -89	-82%	-$5.6K	﹤0.01%	1529
2022 Q4	$6.56K	Sell	109 -71	-39%	-$4.08K	﹤0.01%	880
2022 Q3	$9K	Buy	180 +160	+800%	+$8.38K	﹤0.01%	783
2022 Q2	$1K	Sell	20 -70	-78%	-$3.62K	﹤0.01%	1661
2022 Q1	$5K	Buy	90 +30	+50%	+$1.85K	﹤0.01%	1078
2021 Q4	$4K	Buy	+60	New	+$4.32K	﹤0.01%	884

Other funds holding UHAL

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

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

JFS Wealth Advisors's UHAL Position: Q2 2026 in Review

JFS Wealth Advisors increased its U-Haul Holding Co (UHAL) stake by 69% in Q2 2026, buying an estimated $494 and bringing the position to 22 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

JFS Wealth Advisors first reported a position in UHAL in Q4 2021 and has held it in 19 quarters since. The position peaked at $9K in Q3 2022. 21 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

JFS Wealth Advisors held 22 shares of U-Haul Holding Co worth $1.44K as of Q2 2026.
JFS Wealth Advisors bought 9 U-Haul Holding Co shares in Q2 2026, an estimated $494.
U-Haul Holding Co made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1707 holding.
JFS Wealth Advisors first reported a position in U-Haul Holding Co in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's U-Haul Holding Co position peaked at $9K in Q3 2022.
21 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.