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 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Lodestone Wealth Management's UHAL Position: Q2 2026 in Review

Lodestone Wealth Management reduced its U-Haul Holding Co (UHAL) stake by 91% in Q2 2026, selling an estimated $1.15K and leaving 2 shares worth $131. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Lodestone Wealth Management first reported a position in UHAL in Q3 2023 and has held it in 10 quarters since. The position peaked at $341K in Q3 2024. 226 funds tracked by Wall St. Rank hold UHAL as of Q2 2026.

Lodestone Wealth Management held 2 shares of U-Haul Holding Co worth $131 as of Q2 2026.
Lodestone Wealth Management sold 21 U-Haul Holding Co shares in Q2 2026, an estimated $1.15K.
U-Haul Holding Co made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #766 holding.
Lodestone Wealth Management first reported a position in U-Haul Holding Co in Q3 2023 and has held it in 10 quarters since.
Lodestone Wealth Management's U-Haul Holding Co position peaked at $341K in Q3 2024.
226 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.