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

LPL 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 Q1	$416K	Sell	8,712 -1,731	-17%	-$88.7K	﹤0.01%	4924
2025 Q4	$526K	Sell	10,443 -3,209	-24%	-$171K	﹤0.01%	4658
2025 Q3	$779K	Buy	13,652 +7,270	+114%	+$429K	﹤0.01%	4249
2025 Q2	$387K	Buy	6,382 +753	+13%	+$47.1K	﹤0.01%	4589
2025 Q1	$368K	Sell	5,629 -64,121	-92%	-$4.44M	﹤0.01%	4437
2024 Q4	$4.82M	Buy	69,750 +64,965	+1,358%	+$4.71M	﹤0.01%	2109
2024 Q3	$371K	Buy	4,785 +101	+2%	+$6.91K	﹤0.01%	4263
2024 Q2	$289K	Sell	4,684 -182	-4%	-$11.8K	﹤0.01%	4294
2024 Q1	$329K	Buy	4,866 +562	+13%	+$37.1K	﹤0.01%	4127
2023 Q4	$309K	Sell	4,304 -4,769	-53%	-$270K	﹤0.01%	4072
2023 Q3	$495K	Buy	+9,073	New	+$527K	﹤0.01%	3490
2022 Q4	–	Sell	-22,540	Closed	-$1.15M	–	4562
2022 Q3	$1.15M	Buy	22,540 +1,450	+7%	+$76K	﹤0.01%	2431
2022 Q2	$1.01M	Buy	21,090 +2,130	+11%	+$110K	﹤0.01%	2575
2022 Q1	$1.13M	Sell	18,960 -340	-2%	-$21K	﹤0.01%	2507
2021 Q4	$1.4M	Buy	19,300 +2,360	+14%	+$170K	﹤0.01%	2374
2021 Q3	$1.09M	Buy	16,940 +6,100	+56%	+$382K	﹤0.01%	2541
2021 Q2	$639K	Sell	10,840 -2,360	-18%	-$138K	﹤0.01%	2945
2021 Q1	$809K	Sell	13,200 -530	-4%	-$28.2K	﹤0.01%	2592
2020 Q4	$623K	Buy	13,730 +1,220	+10%	+$48.6K	﹤0.01%	2557
2020 Q3	$445K	Buy	12,510 +5,050	+68%	+$172K	﹤0.01%	2570
2020 Q2	$225K	Sell	7,460 -540	-7%	-$15.8K	﹤0.01%	3048
2020 Q1	$232K	Buy	8,000 +520	+7%	+$17.6K	﹤0.01%	2698
2019 Q4	$281K	Sell	7,480 -7,780	-51%	-$295K	﹤0.01%	2832
2019 Q3	$595K	Buy	15,260 +6,180	+68%	+$228K	﹤0.01%	2131
2019 Q2	$344K	Hold	9,080	–	–	﹤0.01%	2587
2019 Q1	$337K	Hold	9,080	–	–	﹤0.01%	2544
2018 Q4	$298K	Buy	9,080 +430	+5%	+$14.5K	﹤0.01%	2473
2018 Q3	$309K	Buy	+8,650	New	+$319K	﹤0.01%	2667
2018 Q1	–	Sell	-5,800	Closed	-$219K	–	3253
2017 Q4	$219K	Sell	5,800 -6,370	-52%	-$238K	﹤0.01%	2756
2017 Q3	$456K	Buy	12,170 +6,550	+117%	+$245K	﹤0.01%	2015
2017 Q2	$206K	Buy	+5,620	New	+$204K	﹤0.01%	2568
2016 Q3	–	Sell	-6,250	Closed	-$233K	–	2734
2016 Q2	$233K	Buy	+6,250	New	+$226K	﹤0.01%	2275
2016 Q1	–	Sell	-16,840	Closed	-$650K	–	3202
2015 Q4	$650K	Buy	16,840 +7,770	+86%	+$314K	﹤0.01%	2009
2015 Q3	$360K	Buy	+9,070	New	+$330K	﹤0.01%	2061

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

LPL Financial's UHAL Position: Q1 2026 in Review

LPL Financial reduced its U-Haul Holding Co (UHAL) stake by 17% in Q1 2026, selling an estimated $88.7K and leaving 8,712 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #4924.

LPL Financial first reported a position in UHAL in Q3 2015 and has held it in 34 quarters since. The position peaked at $4.82M in Q4 2024. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

LPL Financial held 8,712 shares of U-Haul Holding Co worth $416K as of Q1 2026.
LPL Financial sold 1,731 U-Haul Holding Co shares in Q1 2026, an estimated $88.7K.
U-Haul Holding Co made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4924 holding.
LPL Financial first reported a position in U-Haul Holding Co in Q3 2015 and has held it in 34 quarters since.
LPL Financial's U-Haul Holding Co position peaked at $4.82M in Q4 2024.
202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.