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LifeSteps Financial’s U-Haul Holding Co UHAL Stock Holding History

LifeSteps Financial’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 		$458 Buy
+7
New +$384 ﹤0.01% 761

Other funds holding UHAL

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DIS
Diversified Investment Strategies Baton Rouge, Louisiana $155M AUM 21.54% 1-Year Est. Return
CLA
Carnegie Lake Advisors Princeton, New Jersey $268M AUM 22.32% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
OL
Optas LLC Austin, Texas $714M AUM 38.25% 1-Year Est. Return

LifeSteps Financial's UHAL Position: Q2 2026 in Review

LifeSteps Financial opened a new position in U-Haul Holding Co (UHAL) in Q2 2026: 7 shares worth $458. The stake represents ﹤0.01% of the portfolio and ranks #761 among its holdings.

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

  • LifeSteps Financial held 7 shares of U-Haul Holding Co worth $458 as of Q2 2026.
  • U-Haul Holding Co was a new LifeSteps Financial position in Q2 2026.
  • U-Haul Holding Co made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #761 holding.
  • 55 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.