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 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Lodestone Wealth Management's UHAL Position: Q1 2026 in Review

Lodestone Wealth Management held its U-Haul Holding Co (UHAL) position steady in Q1 2026 at 23 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Lodestone Wealth Management first reported a position in UHAL in Q3 2023 and has held it in 9 quarters since. The position peaked at $341K in Q3 2024. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

Lodestone Wealth Management held 23 shares of U-Haul Holding Co worth $1.1K as of Q1 2026.
Lodestone Wealth Management left its U-Haul Holding Co share count unchanged in Q1 2026.
U-Haul Holding Co made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q1 2026, its #719 holding.
Lodestone Wealth Management first reported a position in U-Haul Holding Co in Q3 2023 and has held it in 9 quarters since.
Lodestone Wealth Management's U-Haul Holding Co position peaked at $341K in Q3 2024.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.