Lodestone Wealth Management’s U-Haul Holding Co UHAL Stock Holding History

Lodestone Wealth Management’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 Q3	$120	Hold	2	–	–	﹤0.01%	790
2026 Q2	$131	Sell	2 -21	-91%	-$1.15K	﹤0.01%	766
2026 Q1	$1.1K	Hold	23	–	–	﹤0.01%	719
2025 Q4	$1.16K	Buy	+23	New	+$1.22K	﹤0.01%	724
2025 Q2	–	Sell	-3,525	Closed	-$230K	–	170
2025 Q1	$230K	Sell	3,525 -786	-18%	-$54.5K	0.12%	145
2024 Q4	$298K	Sell	4,311 -96	-2%	-$6.96K	0.15%	118
2024 Q3	$341K	Buy	4,407 +233	+6%	+$15.9K	0.17%	108
2024 Q2	$258K	Sell	4,174 -85	-2%	-$5.53K	0.14%	134
2024 Q1	$288K	Buy	4,259 +881	+26%	+$58.2K	0.15%	124
2023 Q4	$243K	Sell	3,378 -864	-20%	-$49K	0.14%	132
2023 Q3	$231K	Buy	+4,242	New	+$246K	0.16%	120

Other funds holding UHAL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Highland Capital Management (Tennessee) Memphis, Tennessee $2.19B AUM 46.65% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

DIS

Diversified Investment Strategies Baton Rouge, Louisiana $154M AUM 22.39% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Lodestone Wealth Management's UHAL Position: Q3 2026 in Review

Lodestone Wealth Management held its U-Haul Holding Co (UHAL) position steady in Q3 2026 at 2 shares worth $120. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Lodestone Wealth Management first reported a position in UHAL in Q3 2023 and has held it in 11 quarters since. The position peaked at $341K in Q3 2024. 64 funds tracked by Wall St. Rank hold UHAL as of Q3 2026.

Lodestone Wealth Management held 2 shares of U-Haul Holding Co worth $120 as of Q3 2026.
Lodestone Wealth Management left its U-Haul Holding Co share count unchanged in Q3 2026.
U-Haul Holding Co made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q3 2026, its #790 holding.
Lodestone Wealth Management first reported a position in U-Haul Holding Co in Q3 2023 and has held it in 11 quarters since.
Lodestone Wealth Management's U-Haul Holding Co position peaked at $341K in Q3 2024.
64 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.