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Larson Financial Group’s U-Haul Holding Co UHAL Stock Holding History

Larson Financial Group’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 		$21.1K Buy
323
+149
+86% +$8.17K ﹤0.01% 1980
2026
Q1 		$8.31K Buy
174
+141
+427% +$7.23K ﹤0.01% 2354
2025
Q4 		$1.66K Sell
33
-21
-39% -$1.12K ﹤0.01% 2820
2025
Q3 		$3.08K Sell
54
-128
-70% -$7.54K ﹤0.01% 2534
2025
Q2 		$11K Buy
182
+77
+73% +$4.82K ﹤0.01% 1770
2025
Q1 		$6.86K Sell
105
-62
-37% -$4.3K ﹤0.01% 1776
2024
Q4 		$11.5K Buy
167
+67
+67% +$4.86K ﹤0.01% 1433
2024
Q3 		$7.75K Hold
100
– – ﹤0.01% 1572
2024
Q2 		$6.17K Hold
100
– – ﹤0.01% 1392
2024
Q1 		$6.75K Hold
100
– – ﹤0.01% 1134
2023
Q4 		$7.18K Hold
100
– – ﹤0.01% 1097
2023
Q3 		$5.46K Hold
100
– – ﹤0.01% 1148
2023
Q2 		$5.53K Buy
+100
New +$5.87K ﹤0.01% 1078

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

Larson Financial Group's UHAL Position: Q2 2026 in Review

Larson Financial Group increased its U-Haul Holding Co (UHAL) stake by 86% in Q2 2026, buying an estimated $8.17K and bringing the position to 323 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

Larson Financial Group first reported a position in UHAL in Q2 2023 and has held it in 13 quarters since. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

  • Larson Financial Group held 323 shares of U-Haul Holding Co worth $21.1K as of Q2 2026.
  • Larson Financial Group bought 149 U-Haul Holding Co shares in Q2 2026, an estimated $8.17K.
  • U-Haul Holding Co made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1980 holding.
  • Larson Financial Group first reported a position in U-Haul Holding Co in Q2 2023 and has held it in 13 quarters since.
  • 226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.